LF
Lifetime Financial, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 161124
· Newport Beach, CA
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $63.3M
- Discretionary
- $63.3M
- Clients
- 263
- Avg AUM / client
- $241K
- Accounts
- 280
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $29.1M | 46.1% |
| High net worth individuals | 19 | $26.8M | 42.3% |
| Pension and profit sharing plans | 17 | $5.0M | 7.87% |
| Corporations and other businesses | 9 | $2.4M | 3.75% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Randall Albert Luebke | Registered representative | Jun 2018 (8y) | ||
| Gary Leonard Hicklin | Registered representative | Jul 2019 (7y) | ||
| Darren M Candiotty | Registered representative | Chartered Financial Consultant | Jan 2025 (2y) | |
| Sharon Ruth Hicklin | Registered representative | Jan 2025 (2y) | ||
| Leonard Simon Bakker | Registered representative | Feb 2026 (0y) | ||
| James Matthew Rossi | Registered representative | Mar 2026 (0y) | ||
| Yulia Grigorievna Ordway | Registered representative | CFP | Apr 2026 (0y) | |
| Phillip Leroy Ingle | Registered representative | Jun 2026 (0y) | ||
| Bryon Devon Pyle | Registered representative | Jun 2026 (0y) |
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) | 06/25/2026 | 1.2 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
- • Other fees
- • ACTS AS A SOLICITOR
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $56.1M (89% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗