# Lifetime Wealth Design LLC

Lifetime Wealth Design LLC is a Multi Family Office based in Louisville, KY.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Louisville, KY
- **Assets under management:** Undisclosed
- **Website:** https://lifetimewealthdesign.com
- **LinkedIn:** https://www.linkedin.com/company/robertscpa

## Regulatory record

- **CRD number:** 165086
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165086

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## People

- Kevin Roberts — CFP®, CPA, founder

## Related profiles

- [Thinagee Investments](https://altss.com/profile/thinagee-investments-inc)
- [RESNN INVESTMENTS, LLC](https://altss.com/profile/resnn-investments-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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