# Lifetime Wealth Management P.C.

> Lifetime Wealth Management P.C. is an SEC-registered investment advisory firm in Rockwall, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 145492
- Filed as: LIFETIME WEALTH MANAGEMENT P.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockwall, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145492
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-wealth-management-p-c-rockwall-tx-145492

## Quick answers

**How is Lifetime Wealth Management P.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Lifetime Wealth Management P.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Lifetime Wealth Management P.C. located?**
Lifetime Wealth Management P.C.'s principal office is in Rockwall, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Lifetime Wealth Management P.C. registered with the SEC or a state?**
Lifetime Wealth Management P.C. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 145492.

**How much does Lifetime Wealth Management P.C. manage?**
Lifetime Wealth Management P.C. reports $216,866,430 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lifetime Wealth Management P.C.'s assets and staff changed since 2021?**
In the Form ADV data for Lifetime Wealth Management P.C.: Regulatory assets under management: $121,535,875 in the October 2021 data and $216,866,430 in the October 2026 data, up 78%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lifetime Wealth Management P.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (54).

**Which custodians does Lifetime Wealth Management P.C. use?**
Lifetime Wealth Management P.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lifetime Wealth Management P.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145492

**What changed in Lifetime Wealth Management P.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $179,539,148 to $216,866,430 (+21%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $216,866,430
- Discretionary: $216,866,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $17,879,171 |
| High net worth individuals | 65 | $198,987,259 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Alpharetta, GA
- San Juan, PR

### Websites listed on Form ADV (Item 1.I)
- lifetimewealthmanagement.com
- Facebook @LifetimeWealthManagementPC
- Instagram @lifetime_wealth_management
- LinkedIn @lifetime-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,535,875 | 6 | June 2, 2021 |
| October 2022 | $171,655,710 | 6 | March 28, 2022 |
| October 2023 | $167,306,332 | 6 | May 2, 2023 |
| October 2024 | $184,243,260 | 5 | March 27, 2024 |
| October 2025 | $179,539,148 | 5 | March 31, 2025 |
| October 2026 | $216,866,430 | 5 | March 31, 2026 |

Regulatory assets under management: $121,535,875 in the October 2021 data and $216,866,430 in the October 2026 data, up 78%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $179,539,148 to $216,866,430 (+21%).

### January 2026
- Changed its office addresses in San Juan, PR.
- Added an office in Alpharetta, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Wealth Management P.C. (CRD 145492): Form ADV filing data as of October 2026.