LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC.
Legal name: CEDRUS
CRD #111842 SEC #801-100457 LITTLETON, CO (855) 724-2150
SEC Registered
Total AUM
$146.5M
Discretionary
$0
Employees
6
Clients
51
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $146.5M | $0 | $146.5M | 6 | 0 |
| Mar 2018 | $146.5M | $0 | $146.5M | 6 | 0 |
| Mar 2018 | $146.5M | $0 | $146.5M | 6 | 0 |
| Jul 2017 | $119.7M | $0 | $119.7M | 6 | 26 |
| Apr 2017 | $119.7M | $0 | $119.7M | 6 | 26 |
| Mar 2017 | $119.7M | $0 | $119.7M | 6 | 26 |
| Jul 2016 | $102M | $0 | $102M | 6 | 26 |
| Jun 2016 | $102M | $0 | $102M | 6 | 26 |
| Jan 2016 | $102M | $0 | $102M | 6 | 26 |
| Dec 2015 | $106.2M | $0 | $106.2M | 6 | 26 |
| Jun 2015 | $106.2M | $0 | $106.2M | 6 | 26 |
| Feb 2012 | $53.1M | $0 | $53.1M | 1 | 26 |
| Jan 2012 | $53.1M | $0 | $53.1M | 1 | 26 |
| Dec 2011 | $51.3M | $0 | $51.3M | 1 | 26 |
| Mar 2011 | $51.3M | $0 | $51.3M | 5 | -- |
| Aug 2010 | $42M | $0 | $42M | 5 | -- |
| Jan 2010 | $42M | $0 | $42M | 5 | -- |
| Jan 2008 | $39.4M | $33.6M | $5.8M | 5 | -- |
| Apr 2007 | $31.5M | $31.5M | $0 | 5 | -- |
| Apr 2002 | $202M | $0 | $202M | 10 | -- |
| Jul 2001 | $205.1M | $0 | $205.1M | 10 | -- |
| Jul 2001 | $205.1M | $0 | $205.1M | 10 | -- |
DateJan 2019
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees6
Clients0
DateMar 2018
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees6
Clients0
DateMar 2018
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees6
Clients0
DateJul 2017
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees6
Clients26
DateApr 2017
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees6
Clients26
DateMar 2017
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees6
Clients26
DateJul 2016
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees6
Clients26
DateJun 2016
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees6
Clients26
DateJan 2016
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees6
Clients26
DateDec 2015
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees6
Clients26
DateJun 2015
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees6
Clients26
DateFeb 2012
Total AUM$53.1M
Discretionary$0
Non-Disc.$53.1M
Employees1
Clients26
DateJan 2012
Total AUM$53.1M
Discretionary$0
Non-Disc.$53.1M
Employees1
Clients26
DateDec 2011
Total AUM$51.3M
Discretionary$0
Non-Disc.$51.3M
Employees1
Clients26
DateMar 2011
Total AUM$51.3M
Discretionary$0
Non-Disc.$51.3M
Employees5
Clients--
DateAug 2010
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateJan 2010
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateJan 2008
Total AUM$39.4M
Discretionary$33.6M
Non-Disc.$5.8M
Employees5
Clients--
DateApr 2007
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$202M
Discretionary$0
Non-Disc.$202M
Employees10
Clients--
DateJul 2001
Total AUM$205.1M
Discretionary$0
Non-Disc.$205.1M
Employees10
Clients--
DateJul 2001
Total AUM$205.1M
Discretionary$0
Non-Disc.$205.1M
Employees10
Clients--