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LIFETIME WEALTH MANAGEMENT, LLC

· CRD 147482 · IAPD ↗ · 507-288-5587

$185.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2024 — LIFETIME WEALTH MANAGEMENT, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.