Erik Lindstrom is a control person of Lifetime Wealth Management and directly owns between 25% and 50% of it.
Lifetime Wealth Management is an investment adviser, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $186 million, as filed on 1 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7846911
- Firm
- Lifetime Wealth Management · CRD 147482
- Role
- Partner
- In role since
- December 2023 · 2 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Erik Lindstrom work?
Erik Lindstrom has been Partner of Lifetime Wealth Management, LLC since December 2023, and is a control person of the firm.
How can I verify Erik Lindstrom’s record?
Erik Lindstrom’s role is listed on Lifetime Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147482.