Lifetime Wealth Management P.C. is an SEC registered investment adviser organized as a corporation with a primary office location in Rockwall, TX. Its latest Form ADV filing, dated March 31, 2026, reports $217M in regulatory assets under management, 5 employees, 2 offices, and 280 accounts.
Assets Under Management
$217M
Employees
5
Offices
2 offices
Total Clients
119
Primary office
ROCKWALL, TX
560 E. INTERSTATE HWY 30, STE 110, ROCKWALL, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
65
2
Individuals
45.4%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 31, 2026
Discretionary100.0%
$217M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts280
10Y AUM Change+$97M (+80.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.