{
  "crd_number": 165086,
  "slug": "lifetime-wealth-design-llc-louisville-ky-165086",
  "primary_business_name": "LIFETIME WEALTH DESIGN LLC",
  "legal_name": "LIFETIME WEALTH DESIGN LLC",
  "dbas": [],
  "city": "Louisville",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-12-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 3250191.0,
  "raum_discretionary": 3250191.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1321938.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 1928253.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "KY"
  ],
  "websites": [
    "https://facebook.com/LIFETIMEWEALTHDESIGN",
    "https://lifetimewealthdesign.com",
    "https://linkedin.com/IN/ROBERTSCPA",
    "https://twitter.com/lifetimewlthdsg",
    "https://youtube.com/channel/UCktiawCKNzbhI9Bj8GLS8bQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165086",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LOUISVILLE",
  "url": "https://advisorcensus.com/firm/lifetime-wealth-design-llc-louisville-ky-165086",
  "display_name": "Lifetime Wealth Design LLC",
  "summary": "Lifetime Wealth Design LLC is a state-registered investment advisory firm in Louisville, KY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Lifetime Wealth Design LLC (CRD 165086): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lifetime Wealth Design LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifetime Wealth Design LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lifetime Wealth Design LLC located?",
      "a": "Lifetime Wealth Design LLC's principal office is in Louisville, KY, according to its Form ADV."
    },
    {
      "q": "Is Lifetime Wealth Design LLC registered with the SEC or a state?",
      "a": "Lifetime Wealth Design LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 165086."
    },
    {
      "q": "How much does Lifetime Wealth Design LLC manage?",
      "a": "Lifetime Wealth Design LLC reports $3,250,191 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Lifetime Wealth Design LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (1)."
    },
    {
      "q": "Does Lifetime Wealth Design LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165086"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lifetime-wealth-design-llc-louisville-ky-165086.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 1321938.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1928253.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165086",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}