LIFETIME WEALTH MANAGEMENT P.C.
CRD #145492 SEC #801-113213 ROCKWALL, TX 972-771-0650
SEC Registered
Total AUM
$179.5M
Discretionary
$178.7M
Employees
5
Clients
0
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $179.5M | $178.7M | $795.7K | 5 | 0 |
| Sep 2025 | $179.5M | $178.7M | $795.7K | 5 | 0 |
| Mar 2025 | $179.5M | $178.7M | $795.7K | 5 | 0 |
| Jan 2025 | $184.2M | $183.6M | $658.5K | 5 | 0 |
| Mar 2024 | $184.2M | $183.6M | $658.5K | 5 | 0 |
| Jan 2024 | $167.3M | $165.6M | $1.7M | 6 | 0 |
| May 2023 | $167.3M | $165.6M | $1.7M | 6 | 0 |
| Mar 2023 | $167.3M | $165.6M | $1.7M | 6 | 0 |
| Mar 2022 | $171.7M | $169.3M | $2.4M | 6 | 0 |
| Jun 2021 | $121.5M | $119.1M | $2.4M | 6 | 0 |
| Jun 2021 | $121.5M | $119.1M | $2.4M | 6 | 0 |
| Mar 2021 | $121.5M | $119.1M | $2.4M | 6 | 0 |
| Jan 2021 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Nov 2020 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Jun 2020 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Jun 2020 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Mar 2020 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Mar 2020 | $117.8M | $115.6M | $2.2M | 4 | 0 |
| Feb 2019 | $96.5M | $92.1M | $4.4M | 4 | 0 |
| Jul 2018 | $120M | $115.7M | $4.3M | 3 | 0 |
| Apr 2018 | $120M | $115.7M | $4.3M | 3 | 0 |
DateDec 2025
Total AUM$179.5M
Discretionary$178.7M
Non-Disc.$795.7K
Employees5
Clients0
DateSep 2025
Total AUM$179.5M
Discretionary$178.7M
Non-Disc.$795.7K
Employees5
Clients0
DateMar 2025
Total AUM$179.5M
Discretionary$178.7M
Non-Disc.$795.7K
Employees5
Clients0
DateJan 2025
Total AUM$184.2M
Discretionary$183.6M
Non-Disc.$658.5K
Employees5
Clients0
DateMar 2024
Total AUM$184.2M
Discretionary$183.6M
Non-Disc.$658.5K
Employees5
Clients0
DateJan 2024
Total AUM$167.3M
Discretionary$165.6M
Non-Disc.$1.7M
Employees6
Clients0
DateMay 2023
Total AUM$167.3M
Discretionary$165.6M
Non-Disc.$1.7M
Employees6
Clients0
DateMar 2023
Total AUM$167.3M
Discretionary$165.6M
Non-Disc.$1.7M
Employees6
Clients0
DateMar 2022
Total AUM$171.7M
Discretionary$169.3M
Non-Disc.$2.4M
Employees6
Clients0
DateJun 2021
Total AUM$121.5M
Discretionary$119.1M
Non-Disc.$2.4M
Employees6
Clients0
DateJun 2021
Total AUM$121.5M
Discretionary$119.1M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2021
Total AUM$121.5M
Discretionary$119.1M
Non-Disc.$2.4M
Employees6
Clients0
DateJan 2021
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateNov 2020
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateJun 2020
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateJun 2020
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateMar 2020
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateMar 2020
Total AUM$117.8M
Discretionary$115.6M
Non-Disc.$2.2M
Employees4
Clients0
DateFeb 2019
Total AUM$96.5M
Discretionary$92.1M
Non-Disc.$4.4M
Employees4
Clients0
DateJul 2018
Total AUM$120M
Discretionary$115.7M
Non-Disc.$4.3M
Employees3
Clients0
DateApr 2018
Total AUM$120M
Discretionary$115.7M
Non-Disc.$4.3M
Employees3
Clients0