CRD: 145492
Lifetime Wealth Management P.c.
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Fusion signalQuantum
- Established Date
- 11-15-2007
- Office Locations
- 2
Office Locations
About Lifetime Wealth Management P.c.
Lifetime Wealth Management, P.C. is a Texas-based RIA and multi-family office serving high-net-worth families, entrepreneurs, executives, and sports industry professionals (typically $500k+ investable assets or $2M+ net worth). The firm delivers holistic wealth management, investment planning and consulting, and coordinated tax, estate, philanthropic, and education planning. Sister companies Lifetime Tax Advisors and Lifetime Insurance Services enable a one-stop, integrated planning and implementation experience.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON ANDREW POTTS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4371475
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON ALLAN GOULD
Portfolio Manager
- CRD
- #5311823
Sylvia Beth McCrackin
Financial Advisor
- CRD
- #6786730
Beacon wave
Value oak
- CRD
- #72358
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,866,430 | $774,523 |
| Non-Discretionary | $0 | -- |
| Total | $216,866,430 | $774,523 |
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Separately Managed Accounts
Total SMA Asset: $216,866,430
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,705,714,550 | 19.5% |
| Cash | $1,460,791,436 | 16.7% |
| U.S. Government/Agency | $1,058,417,747 | 12.1% |
| Sovereign Bonds | $533,582,500 | 6.1% |
| Municipal Bonds | $970,945,206 | 11.1% |
| Corporate - Investment Grade | $988,439,714 | 11.3% |
| Corporate - Non-Investment Grade | $2,029,362,952 | 23.2% |
| Total | $8,747,254,105 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ALPHA | WAVE SUMMIT | 89FRU0ACO | PBB | 8.82% | $71,866,279 |
| SIGNAL EMBER | VECTOR PIONEER | 4D3CAJXEC | CBPC | 4.85% | $79,180,807 |
| PIONEER QUANTUM | NORTH PEAK | CZ0PABUAF | YMOIP | 11.61% | $114,892,674 |
| CATALYST VECTOR MATRIX | UNISON ZENITH | CSII9S9J6 | SLE | 4.40% | $59,441,568 |
| PATHWAY RADIAL PATHWAY | VITAL HARBOR | 6X9WBNNZT | RXQTJ | 1.16% | $52,902,111 |
| VALUE ELEMENT | INSIGHT HORIZON | RAAR8B69S | EGS | 2.08% | $51,267,290 |
| ATLAS SUMMIT | RIDGE MOMENTUM | V9ZKQ81B0 | SQZM | 12.44% | $94,198,240 |
| TIMBER ELEMENT | RADIAL OPTIMA | B6I95O294 | RNA | 7.20% | $68,974,216 |