Lifetime Wealth Management

What Lifetime Wealth Management does

Lifetime Wealth Management, P.C. is a privately held, SEC-registered investment advisory firm (RIA, CRD #145492) headquartered at 560 E. I-30, Suite 110, Rockwall, Texas. Founded by Jason Potts as part of the Lifetime Companies umbrella, the firm delivers wealth management, investment planning and consulting, business consulting, and multi-family office services to high-net-worth individuals, entrepreneurs, multi-generational families, and sports industry professionals. Service scope spans portfolio construction, investment oversight, retirement and estate planning, tax strategy coordination, insurance consulting, business monetization and succession advisory, and ongoing fiduciary stewardship including bill pay, budgeting, and secure portfolio reporting.

The firm operates alongside two sister companies — Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc. — which together form a one-stop-shop ecosystem for wealth, tax, and insurance delivery. A 5-6 person team (President/CEO, a CFA-designated Portfolio Manager, a Financial Advisor/Director of Compliance, a Junior Investment Analyst/Trading Associate, and an Executive Assistant, plus an open Operations Manager role) delivers services via direct, relationship-led engagement with discovery meetings, customized questionnaires, and quote-based pricing; marketing is restricted to organic social (LinkedIn, Facebook, Instagram). No proprietary technology platform is disclosed; core systems are standard financial planning and portfolio management tools with secure client reporting.

Revenue mechanics are typical of an asset-under-management or flat-fee RIA: fee-based advisory charges, billed annually, with pricing tailored to client complexity. The firm holds no funding, has no parent or institutional ownership, and operates with a founder/management-controlled structure. Geographic footprint is regional, concentrated in Texas, with no formal multi-state expansion claims.

Name

Lifetime Wealth Management

Legal name

Lifetime Wealth Management, P.C.

Website

https://lifetimewealthmanagement.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Lifetime Wealth Management is a SEC-registered investment advisory firm in Rockwall, Texas, providing wealth management, investment consulting, business consulting, and multi-family office services to high-net-worth individuals, entrepreneurs, multi-generational families, and sports professionals under the Lifetime Companies umbrella.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Family office services

Headquarters

HQ city

Rockwall

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Management Advisory Fees: Fee-based wealth management services for high net worth individuals and families. As an SEC-registered investment advisory firm (RIA), the firm likely charges advisory fees, which may be asset-under-management (AUM) based or flat-fee for comprehensive planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Lifetime Wealth Management, P.C. is a SEC-registered investment advisory firm (RIA) that provides comprehensive wealth management services to high net worth individuals, entrepreneurs, successful families, and sports industry professionals. Core offerings include portfolio construction and investment oversight, investment planning and consulting, business consulting (monetization, succession planning, acquisitions), and multi-family office services (fiduciary management, estate planning, philanthropic planning). The firm also coordinates with sister companies Lifetime Tax Advisors and Lifetime Insurance Services to deliver an integrated wealth, tax, and insurance advisory experience.

Product overview

Lifetime Wealth Management is a SEC-registered investment advisory firm (RIA) offering a comprehensive suite of financial services through an integrated approach. The core offerings include Wealth Management (portfolio construction and investment oversight), Investment Planning & Consulting, Business Consulting, and Multi Family Office services (fiduciary management, estate planning, and philanthropic planning). The firm operates alongside two sister companies—Lifetime Tax Advisors and Lifetime Insurance Services—to provide holistic financial advisory services as a one-stop-shop for clients' financial needs, including wealth management, tax advising, and insurance.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service that builds tailored portfolios combining innovative strategies with trusted solutions to maximize growth while minimizing risk, including portfolio management, investment oversight, budgeting, financial independence planning, retirement planning, and legacy/estate services. Intended for high net worth individuals and families seeking holistic stewardship of their wealth.
• Investment Planning & Consulting Investment planning and consulting service that evaluates retirement goals, tax strategy, risk tolerance, education goals, and philanthropic objectives to identify optimal investment opportunities for individual clients and families.
• Business Consulting Business consulting services covering business monetization, operational review, acquisition strategy, contract negotiations, expansion planning, succession planning, and real estate transactions for entrepreneur and business-owner clients.
• Multi Family Office Comprehensive multi-family office service providing fiduciary management including asset and liability management, investment management across public and private markets, tax strategy and preparation, estate planning, and philanthropic planning for high net worth families.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Lifetime Tax Advisors, Inc.coreStrategic or Co-development PartnerSister company providing in-house tax planning, tax resolution, and tax preparation services. Allows Lifetime Wealth Management to offer integrated tax strategy implementation as part of comprehensive wealth management. CPAs and tax advisors develop personalized tax planning strategies in conjunction with wealth management services.
• Lifetime Insurance Services, Inc.coreStrategic or Co-development PartnerSister company providing insurance products and services including life insurance and disability coverage. Integrates insurance solutions into comprehensive wealth management and risk management strategies for clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: Large national RIA offering comprehensive wealth management, tax planning, estate planning, and multi-family office services to HNW individuals and families. Directly comparable in service breadth and integrated ecosystem, but at significantly greater scale.
• Buckingham Strategic Wealth: National RIA focused on evidence-based wealth management, financial planning, and tax strategy for HNW households. Comparable in advisor-led RIA model and fee-based advisory services for affluent clients.
• Monarch Wealth Advisors: Mid-sized RIA providing comprehensive wealth management, tax, and estate planning for HNW families. Comparable in integrated services and founder-led advisory approach at a similar scale tier.
• Beacon Pointe Advisors: Multi-office RIA offering comprehensive wealth management, investment advisory, and family office services. Comparable in integrated HNW advisory and multi-family office positioning with regional offices.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and multi-family office services to HNW clients. Operates an integrated ecosystem similar to Lifetime's Lifetime Companies structure, making it a strong direct competitor for HNW and family-office mandates.
• Wealth Enhancement Group: Independent RIA platform offering wealth management, financial planning, and tax services to HNW individuals and families. Comparable in fee-based RIA model with integrated financial services.

Broad incumbents

• Carson Group: Large RIA and advisor coaching platform providing wealth management, business consulting, and tax services to HNW individuals. Comparable on integrated financial services and fiduciary advisory approach.
• Hightower Advisors: National RIA partnership providing wealth management, investment advisory, and multi-family office services to HNW clients. Comparable on integrated service model and HNW focus, with significantly greater scale.
• SVB Private Wealth Advisors: Wealth management division of a major commercial bank serving HNW individuals, entrepreneurs, and sports/entertainment professionals. Comparable in serving entrepreneurs and sports industry clients with comprehensive wealth solutions.
• Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, tax, estate, and retirement planning. Comparable on integrated services and HNW focus, but operates at vastly greater scale with national reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/LifetimeWealthManagementPC
• LinkedInlinkedin.com/company/lifetime-wealth-management
• Instagraminstagram.com/lifetime_wealth_management
• Xx.com/lifetimewm

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lifetime Wealth Management