RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NAGLE, DAVID, LAWRENCEICHIEF COMPLIANCE OFFICERNA
WALDER, CAROLYN, THOMPSONIPRESIDENTE Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEICEO, CFO, CIO, CCOD Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEICOE, CFO, CIO, CCOD Control
BATCHELOR, DIANA, JANEICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
BATCHELOR, DIANA, JANEIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENTD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control
WALDER, CAROLYN, THOMPSONIPRESIDENT AND MANAGING MEMBERD Control

Registrations

Federal

IA
Mar 29, 2021 REGISTERED

Notice Filings (4)

MD NH TX VA

Address

120 WATERFRONT STREET
SUITE 410
NATIONAL HARBOR, MD 20745
United States
Phone: 301-567-0706