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LIFETIME WEALTH MANAGEMENT, LLC
507-288-5587
SEC #801-69303Total AUM
$51.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 AM TO 4 PM
Monday - Friday
Monday - Friday
Phone
507-288-5587
Financials
Total AUM
$51.5M
Accounts
393Discretionary
$47.5M
Accounts
290Non-Discretionary
$4M
Accounts
103
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.