Lifetime Wealth Management P.C.
● SEC registered since 2018CRD 145492SEC# 801-113213Rockwall, TX
Ranks #4,881 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$239.6M
Fund GAV
—
Private funds
1
Employees
5
Accounts
247
Location
Rockwall, TX
Lifetime Wealth Management P.C. assets under management
Lifetime Wealth Management P.C. is an SEC-registered investment adviser based in Rockwall, TX. The firm has been registered since 2018. It reports $239.6 million in regulatory assets under management and employs 5 people. Lifetime Wealth Management P.C. manages 1 private fund, including Lifetime Welwitschia Fund, LP. By regulatory assets, it ranks 4,881 of 5,980 private fund managers.
Lifetime Wealth Management P.C. private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lifetime Welwitschia Fund, LP | Hedge | — | — |
Lifetime Wealth Management P.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Andrew Potts Control | President/Ceo/ Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Lifetime Wealth Management P.C. manage?
Lifetime Wealth Management P.C. reports $239.6 million in regulatory assets under management on its Form ADV.
How many private funds does Lifetime Wealth Management P.C. manage?
Lifetime Wealth Management P.C. manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Lifetime Wealth Management P.C. have?
Lifetime Wealth Management P.C. reports 5 employees.
Where is Lifetime Wealth Management P.C. located?
Lifetime Wealth Management P.C. is based in Rockwall, TX and has been SEC-registered since 2018.
Does Lifetime Wealth Management P.C. disclose fund performance?
Lifetime Wealth Management P.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 |
| Phone | 972-771-0650 |
| Fax | 972-722-4484 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.6M▲ 30%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,389 advisers
AUM vs fund managersTop 82%
Larger than 18% of 5,980 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$239.6Mregulatory AUM
Discretionary $239.6M
Service providers
Auditor