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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
| POTTS, JASON, ANDREW | I | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (3)
GA PR TX
Address
560 E. INTERSTATE HWY 30, STE 110ROCKWALL, TX 75087
United States
Phone: 972-771-0650