# Lifetime Investments & Insurance LLC

> Lifetime Investments & Insurance LLC is a state-registered investment advisory firm in Peoria, AZ, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2025.

- CRD: 283074
- Filed as: LIFETIME INVESTMENTS & INSURANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peoria, AZ
- Filing period: October 2026
- Form ADV filing dated: March 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283074
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-investments-and-insurance-llc-peoria-az-283074

## Quick answers

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

**Where is Lifetime Investments & Insurance LLC located?**
Lifetime Investments & Insurance LLC's principal office is in Peoria, AZ, according to its Form ADV.

**Is Lifetime Investments & Insurance LLC registered with the SEC or a state?**
Lifetime Investments & Insurance LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283074.

**How much does Lifetime Investments & Insurance LLC manage?**
Lifetime Investments & Insurance LLC reports $50,000 in regulatory assets under management in its Form ADV filing dated March 28, 2025 (100% discretionary).

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

**Does Lifetime Investments & Insurance 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/283074

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,000
- Discretionary: $50,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $50,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investing-madesimple.com](https://investing-madesimple.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Investments & Insurance LLC (CRD 283074): Form ADV filing data as of October 2026.