Lifetime Wealth Management P.C.
- Regulatory AUM
- $217M
- Discretionary
- $217M
- Clients
- 119
- Avg AUM / client
- $1.8M
- Accounts
- 280
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $17.9M | 8.24% |
| High net worth individuals | 65 | $199M | 91.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Andrew Potts | President/Ceo/ Chief Compliance Officer | Nov 2007 (19y) | 75% or more | |
| Jason Allan Gould | Registered representative | CFA | Aug 2018 (8y) | |
| Scott Alexander Mckee | Registered representative | Dec 2020 (6y) | ||
| Sylvia Beth Mc Crackin | Registered representative | Jun 2023 (3y) | ||
| Zachary Daniel Taylor | Registered representative | CFA | Mar 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $217M (100% of AUM) Mar 2026
- Interactive Brokers $5.0M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗