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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lifetime Wealth Management P.C. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lifetime Wealth Management P.C. invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lifetime Wealth Management P.C.?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lifetime Wealth Management P.C. get paid?","answer":"Lifetime Wealth Management P.C. is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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