Lifetime Wealth Management P.C.

CRD 145492 · Rockwall, TX · $216.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145492
SEC number: 801-113213
Firm type: RIA
Assets under management: $216.9M as of Mar 31, 2026
Website: www.facebook.com/LifetimeWealthManagementPC ↗
Phone: 972-771-0650
Address: 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX, 75087

Advisors at this firm

5 in our index · page 1 of 1

Jason Allan GouldCRD 5311823 · Rockwall, TX

IA Registered
Scott Alexander MckeeCRD 7271938 · Alpharetta, GA

IA Registered
Sylvia Beth MccrackinCRD 6786730 · Rockwall, TX

IA RegisteredRegistration inactive
Jason Andrew PottsCRD 4371475 · Rockwall, TX

IA Registered
Zachary Daniel TaylorCRD 6175226 · Rockwall, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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