LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
CRD #133399 SEC #801-117915 NATIONAL HARBOR, MD 301-567-0706
SEC Registered
Total AUM
$6.5M
Discretionary
$6.5M
Employees
2
Clients
1
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $6.5M | $6.5M | $0 | 2 | 0 |
| Jun 2020 | $114.9M | $114.9M | $0 | 3 | 0 |
| Jan 2020 | $114.9M | $114.9M | $0 | 3 | 0 |
| Dec 2019 | $111.1M | $111.1M | $0 | 3 | 0 |
| Jun 2012 | $49.3M | $0 | $49.3M | 1 | 26 |
| Jun 2012 | $49.3M | $0 | $49.3M | 1 | 26 |
| Jun 2012 | $49.3M | $0 | $49.3M | 1 | 26 |
| May 2012 | $49.3M | $0 | $49.3M | 1 | 26 |
| Mar 2012 | $49.3M | $0 | $49.3M | 1 | 26 |
| Jan 2010 | $31.8M | $0 | $31.8M | 5 | -- |
| Feb 2009 | $31.8M | $0 | $31.8M | 5 | -- |
| Jan 2008 | $44.7M | $0 | $44.7M | 5 | -- |
| Feb 2007 | $39.8M | $0 | $39.8M | 5 | -- |
| Feb 2007 | $32.2M | $0 | $32.2M | 5 | -- |
| Mar 2006 | $32.2M | $0 | $32.2M | 5 | -- |
| Oct 2005 | $27.8M | $0 | $27.8M | 5 | -- |
DateMar 2021
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$49.3M
Discretionary$0
Non-Disc.$49.3M
Employees1
Clients26
DateJun 2012
Total AUM$49.3M
Discretionary$0
Non-Disc.$49.3M
Employees1
Clients26
DateJun 2012
Total AUM$49.3M
Discretionary$0
Non-Disc.$49.3M
Employees1
Clients26
DateMay 2012
Total AUM$49.3M
Discretionary$0
Non-Disc.$49.3M
Employees1
Clients26
DateMar 2012
Total AUM$49.3M
Discretionary$0
Non-Disc.$49.3M
Employees1
Clients26
DateJan 2010
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateFeb 2009
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateJan 2008
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateFeb 2007
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--
DateFeb 2007
Total AUM$32.2M
Discretionary$0
Non-Disc.$32.2M
Employees5
Clients--
DateMar 2006
Total AUM$32.2M
Discretionary$0
Non-Disc.$32.2M
Employees5
Clients--
DateOct 2005
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--