# Lifetime Equity Investments LLC

> Lifetime Equity Investments LLC is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 174931
- Filed as: LIFETIME EQUITY INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174931
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-equity-investments-llc-174931

## Quick answers

**How is Lifetime Equity Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifetime Equity Investments LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lifetime Equity Investments LLC registered with the SEC or a state?**
Lifetime Equity Investments LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174931.

**How much does Lifetime Equity Investments LLC manage?**
Lifetime Equity Investments LLC reports $26,500,000 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Lifetime Equity Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (1).

**Does Lifetime Equity Investments 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/174931

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $26,500,000
- Discretionary: $26,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $22,500,000 |
| High net worth individuals | 1 | $4,000,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Equity Investments LLC (CRD 174931): Form ADV filing data as of October 2026.