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Lifetime Wealth Design LLC
Life Time Wealth specializes in tax-efficient wealth management for high-net-worth individuals and business owners. They use a unique 11-measurement approach...
Lifetime Wealth Design LLC
Life Time Wealth specializes in tax-efficient wealth management for high-net-worth individuals and business owners. They use a unique 11-measurement approach so financial decisions align with long-term goals, providing clarity, security, and growth. The firm focuses on smart tax planning, wealth preservation, and personalized strategies for high-income earners, business owners, and investors.
General information
Firm type
Multi Family Office
Location
City
Louisville, KY
Principals
Kevin Roberts
CFP®, CPA, founder
Sector focus
Frequently asked questions
What is Lifetime Wealth Design LLC?
Lifetime Wealth Design LLC is a multi family office headquartered in Louisville, KY.
Where is Lifetime Wealth Design LLC headquartered?
Lifetime Wealth Design LLC is headquartered in Louisville, KY.
What does Altss track for Lifetime Wealth Design LLC?
Altss maintains an OSINT-verified profile of Lifetime Wealth Design LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Lifetime Wealth Design LLC's website?
Lifetime Wealth Design LLC's public website is lifetimewealthdesign.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Lifetime Wealth Design LLC?
Lifetime Wealth Design LLC is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Lifetime Wealth Design LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Lifetime Wealth Design LLC's Altss profile last updated?
Lifetime Wealth Design LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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