# Invest for a Lifetime, LLC

> Invest for a Lifetime, LLC is a state-registered investment advisory firm in Red Bank, NJ, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 314555
- Filed as: INVEST FOR A LIFETIME, LLC
- Legal name: Lifetime Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314555
- AdvisorCensus page: https://advisorcensus.com/firm/invest-for-a-lifetime-llc-red-bank-nj-314555

## Quick answers

**How is Invest for a Lifetime, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invest for a Lifetime, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Invest for a Lifetime, LLC located?**
Invest for a Lifetime, LLC's principal office is in Red Bank, NJ, according to its Form ADV.

**Is Invest for a Lifetime, LLC registered with the SEC or a state?**
Invest for a Lifetime, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314555.

**How much does Invest for a Lifetime, LLC manage?**
Invest for a Lifetime, LLC reports $78,048,584 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (95% discretionary).

**What types of clients does Invest for a Lifetime, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (291); high net worth individuals (13); other (8).

**Does Invest for a Lifetime, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314555

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,048,584
- Discretionary: $74,300,559
- Non-discretionary: $3,748,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 291 | $43,056,803 |
| High net worth individuals | 13 | $24,153,360 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $4,309,027 |
| Other | 8 | $6,529,394 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pipelinetowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invest for a Lifetime, LLC (CRD 314555): Form ADV filing data as of October 2026.