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Lifetime Wealth Management
Founded in 2007 and headquartered in Rockwall, Texas, Lifetime Wealth Management established its practice as a registered investment advisor targeting a...
Lifetime Wealth Management
Founded in 2007 and headquartered in Rockwall, Texas, Lifetime Wealth Management established its practice as a registered investment advisor targeting a regional client base of individuals, estates, charitable organizations, and closely held businesses. The firm offers multi-family office services including investment planning and comprehensive wealth advisory for clients who have not consolidated assets at a larger national institution. The firm's stated advisory scope covers financial planning, portfolio management, and fiduciary consulting, though no public record of specific asset-class allocations or proprietary investment products exists. Client assets are typically custodied at third-party platforms rather than managed in-house commingled vehicles. The absence of disclosed direct deal activity, fund commitments, or co-investment programs suggests a service model built around manager selection, asset allocation, and planning rather than principal investing. No public employee count, AUM figure, or named investment principals are available. The firm maintains a single office in Rockwall with no disclosed satellite locations or affiliated operating businesses. Philanthropic advisory and estate-planning coordination are offered as part of multi-family office services, though no separate foundation or donor-advised fund structure is reported. Lifetime Wealth Management's structural position is that of a local fiduciary — registered with the SEC or state authority as an RIA — operating outside the brand umbrella of a wirehouse or trust company. This independence creates a governance posture where the firm succeeds or fails on individual advisor relationships rather than institutional brand distribution, a model common among single-office RIAs serving a concentrated geography.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rockwall
Corporate office
Rockwall, TX, United States
Frequently asked questions
Is Lifetime Wealth Management a single-family office or a multi-family office?
Lifetime Wealth Management operates as a multi-family office and registered investment advisor serving multiple client households, estates, and business entities. Unlike dedicated single-family offices built around one source of wealth, the firm provides advisory services to a roster of unaffiliated clients. Its multi-family office services include investment planning and comprehensive wealth management, per the firm's own characterization of its business.
What is the firm's regulatory status?
Lifetime Wealth Management is a registered investment advisor, which subjects it to fiduciary obligations under US securities law. As an RIA, the firm must act in its clients' best interests when providing investment advice. The specific registration — whether with the SEC or the Texas State Securities Board — depends on its regulatory assets under management, which the firm has not publicly disclosed.
Does the firm manage proprietary investment funds?
There is no public evidence that Lifetime Wealth Management operates proprietary commingled investment vehicles. The firm's advisory model likely involves constructing portfolios using third-party managers, ETFs, mutual funds, and separately managed accounts custodied at external platforms. This manager-selection approach is common among independent RIAs of similar profile.
Who are the principals or investment decision-makers at Lifetime Wealth Management?
No named principals, portfolio managers, or investment committee members are publicly identified on the firm's website or in regulatory filings that can be verified. The firm's team size and leadership structure remain undisclosed, which is not unusual for a small, privately held advisory practice operating a single office.
Does Lifetime Wealth Management participate in direct investments or co-investments?
No direct investment, venture capital, private equity co-investment, or real estate principal investment activity has been reported or disclosed by the firm. The available services description — comprehensive advisory, investment planning, estate coordination — points toward a planning-centric model rather than a direct-deal platform, a profile consistent with many regional RIAs.
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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