CRD: 147482
Lifetime Wealth Management, LLC
Rochester, MN
5072885587
$185.8M Total AUM
$185.8M Disc. AUM
-- 3Y CAGR
3 Employees
156 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-20-2013
- Office Locations
- 2
Office Locations
-- Montgomery TX
-- Rochester MN
About Lifetime Wealth Management, LLC
Lifetime Wealth Management, LLC is a Rochester-based RIA with 2 offices. The firm has been operating for 12 years. Managing $185.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$92.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Delta matrix Oak atlas Prime catalyst
Investment Vehicles
Frontier horizon
Services
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Owner & Executives
E
ERIK ANTHONY LINDSTROM
Operations Manager, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
(259) 635-8017
element.prime@bridgecapital.com
in linkedin.com/in/frontier-foundation
C
COLLIN JACOB MILLER
Director, PARTNER
- CRD
- #7823635
- Ownership
- 25% but less than 50%
(365) 928-2900
value.unison@timbercapital.com
in linkedin.com/in/foundation-bridge
C
Crest timber
Frontier foundation matrix
- CRD
- #93079
- Ownership
- 34.3%
(426) 315-6866
horizon.vertex@valuecapital.com
in linkedin.com/in/unison-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,831,582 | $360,838 |
| Non-Discretionary | $0 | -- |
| Total | $185,831,582 | $360,838 |
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Separately Managed Accounts
Total SMA Asset: $185,831,582
Equity - Exchange:
32.3% Public Funds:
22.3% Sovereign Bonds:
10.2% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $830,975,949 | 32.3% |
| Public Funds | $573,707,853 | 22.3% |
| Sovereign Bonds | $262,413,458 | 10.2% |
| Cash | $905,583,697 | 35.2% |
| Total | $2,572,680,957 | 100.0% |