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Building 2LIFETIME WEALTH MANAGEMENT, LLC

Map pin
Phone507-288-5587
NotebookSEC #801-112680
Total AUM
$185.8M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 4 PM
Monday - Friday
Phone
507-288-5587

ReceiptFinancials

Total AUM
$185.8M
Accounts
515
Discretionary
$185.8M
Accounts
515
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
104
AUM
$27M
HNW Individual Clients
52
AUM
$158.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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