Lifetime Wealth Management P.C. provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Lifetime Wealth Management P.C. reports 119 clients. They include 65 high-net-worth individuals and 54 individual clients. Of its assets, 100.0% ($217M across 280 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 8% |
| High-net-worth individuals | 55% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 54 | $17.9M | 8.2% | $331K |
| High-net-worth individuals | 65 | $199M | 91.8% | $3.06M |
| Total | 119 | $217M | 100% | $1.82M |
- Clients
- 54
- Regulatory AUM
- $17.9M
- AUM share
- 8.2%
- Avg. per client
- $331K
- Clients
- 65
- Regulatory AUM
- $199M
- AUM share
- 91.8%
- Avg. per client
- $3.06M
Total
- Clients
- 119
- Regulatory AUM
- $217M
- AUM share
- 100%
- Avg. per client
- $1.82M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Lifetime Wealth Management P.C. is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and implementation work
- Financial plan minimum fee is $5,000.00 and is not negotiable; follow-up implementation work is billed at $450.00 per hour.
Jason Potts owns 75% or more of Lifetime Wealth Management P.C.. The leadership team of Lifetime Wealth Management P.C. includes President Jason Potts. It has 5 employees.
Leadership
Jason PottsPresident/CEO/ Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Lifetime Wealth Management P.C.
Jason Potts
Control person · since November 2007
Lifetime Wealth Management P.C.’s regulatory assets grew 1.8× from $122M (June 2021) to $217M (March 2026); clients rose from 82 to 119 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $217M | 119 | 5 | 3 |
| March 2025 | $180M | 106 | 5 | 2 |
| March 2024 | $184M | 113 | 5 | 1 |
| May 2023 | $167M | 94 | 6 | 1 |
| March 2022 | $172M | 87 | 6 | 2 |
| June 2021 | $122M | 82 | 6 | 2 |
Besides its headquarters, Lifetime Wealth Management P.C. has 2 offices, with 3 listed addresses in Georgia, Puerto Rico and Texas.
Georgia · 1 listed address
- 3100 Woodale CT., Alpharetta
Puerto Rico · 1 listed address
- 50 Caleta De Las Monjas, San Juan
Texas · 1 listed address
- 560 E. Interstate Hwy 30, Ste 110, RockwallHQ
Contact and registration details
- Legal name
- Lifetime Wealth Management P.C.
- Headquarters
- 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087
- Website
- lifetimewealthmanagement.com
- Phone
- 972-771-0650
- @lifetime-wealth-management
- SEC file
- 801-113213
- Founded
- 2007
- Structure
- Texas corporation
- Fiscal year end
- December
Lifetime Wealth Management P.C. uses Charles Schwab ($217M, 98%) and Interactive Brokers ($4.96M, 2%) as custodians for its separately managed accounts. Lifetime Wealth Management P.C. has custody of $150M in client assets for 87 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $217M98%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $4.96M2%
At year end, Lifetime Wealth Management P.C.’s separately managed accounts were mostly in stocks (79%) and bonds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $171M across 90 positions; the largest are iShares TR (6.3%), Kaspi KZ Jsc (6.0%) and Petroleo Brasileiro S A (5.6%).
What the accounts hold
- Stocks79%
- Bonds11%
- U.S. government and agency bonds4%
- Sovereign bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash10%
Reported 13F holdings
- $171M
- Reported 13F value
- 90
- Positions
- 44.8%
- In the 10 largest
- −2.6%
- Value vs. prior quarter
- iShares TR · Brazil Sm-cp ETF6.3%
- Kaspi KZ Jsc · Sponsored ADS6.0%
- Petroleo Brasileiro S A · SP ADR Non Vtg5.6%
- SPDR Series Trust · ST Str Blo 1 ETF5.5%
- Vale S A · Sponsored ADS4.5%
- Canadian Nat Res Ltd Med Ter4.2%
- Invesco Qqq TR · Unit Ser 13.6%
- Sprott Asset Management LP · Physical Gold TR3.3%
- Sprouts Fmrs Mkt Inc.3.1%
- iShares Inc. · JP Morgan EM ETF2.8%
Together, the ten largest are 44.8% of reported value.
How many clients does Lifetime Wealth Management P.C. have?
Lifetime Wealth Management P.C. has 119 clients and manages $217 million for them, as of March 2026. They include 65 high-net-worth individuals and 54 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Lifetime Wealth Management P.C. offer?
Lifetime Wealth Management P.C. provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Lifetime Wealth Management P.C. use?
Lifetime Wealth Management P.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $217M and Interactive Brokers LLC (Greenwich, CT), with $4.96M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Lifetime Wealth Management P.C. have?
Lifetime Wealth Management P.C. has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lifetime Wealth Management P.C. invest in?
At the end of its last fiscal year, Lifetime Wealth Management P.C.’s separately managed accounts held 79% exchange-traded equities, 10% cash and equivalents, 4% U.S. government and agency bonds, 3% sovereign bonds, 2% state and local bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lifetime Wealth Management P.C.?
Lifetime Wealth Management P.C.’s direct owner is Jason Potts (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Lifetime Wealth Management P.C. get paid?
Lifetime Wealth Management P.C. is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lifetime Wealth Management P.C.?
Lifetime Wealth Management P.C.’s main office is at 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087. Its phone number is 972-771-0650. Its website is lifetimewealthmanagement.com.