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Lifetime Wealth Management, P.C.

Multifamily office listing in Rockwall, Texas, United States.

SEC-registered

Regulatory AUM: $217 million
Employees: 5
Clients: 0
SEC CRD: 145492

A full-service multi-family office coordinating investment, tax, estate, philanthropic, and education planning for families and business leaders.²

Overview

Lifetime Wealth Management, P.C. is an SEC-registered investment advisory firm. The SEC’s Investment Adviser Public Disclosure database lists its registration as approved effective May 15, 2018.¹

The firm describes its work as a full-service multi-family office that brings together investment management, tax planning, estate planning, philanthropy, and family education.²

Leadership

Lifetime’s team includes Jason Potts, President and CEO; Trace Johannesen, COO; Jason A. Gould, CFA, Portfolio Manager; Beth McCrackin, Financial Advisor, Client Services, and Director of Compliance; Zach Taylor, CFA, Investment Analyst and Trading Associate; and Katie Chury, Executive Assistant.¹¹

The wealth-management team works alongside the legally separate Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc.¹²

Services

Wealth-management services include tailored portfolio construction, investment management, insurance consulting, budgeting, financial independence planning, retirement planning, estate planning, and portfolio reporting.⁵

Investment planning considers retirement goals, cash flow, tax strategy, balance sheets, risk tolerance, education goals, philanthropic goals, and legacy plans.⁶

Business consulting addresses monetization or liquidation management, operational reviews, acquisition strategy, contract negotiations, expansion planning, succession planning, real estate transactions, compensation, insurance, and tax strategy.⁷

Family-office investment management covers public and private market strategy, portfolio research, due diligence, liquidity management, ongoing review, and secure performance reporting.⁸

Additional family-office support includes estate-plan oversight, charitable giving, intergenerational conflict resolution, business succession, family education planning, bookkeeping, bill pay, and consolidated family financial statements.⁹

What the firm offers

Investment management
Tax planning
Estate planning
Philanthropy
Family governance and education
Administration and bill pay
Risk and insurance
Business owner services
Private and alternative investments
Retirement planning

Client Focus

Lifetime says it serves families, entrepreneurs and business leaders, sports-industry professionals, high-net-worth individuals, retirees, executives, and business owners.³

The firm reports that many clients have at least $500,000 in investment assets or $2 million in net worth. It also offers consulting and financial planning for clients below those thresholds.⁴

Approach

Lifetime describes its process as four steps: discovery, strategy, implementation, and regular refinement of the client’s financial plan and portfolio.¹⁰

Assets and Client Profile

The firm reports that many clients have at least $500,000 in investment assets or $2 million in net worth, while also making planning and consulting available to clients below those levels.⁴

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145492. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2018	$120 million	$116 million	$4 million
2019	$96 million	$92 million	$4 million
2020	$118 million	$116 million	$2 million
2021	$122 million	$119 million	$2 million
2022	$172 million	$169 million	$2 million
2023	$167 million	$166 million	$2 million
2025	$180 million	$179 million	$795,685
2026	$217 million	$217 million	$0

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145492. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$2 million
2019	$1 million
2020	$2 million
2021	$1 million
2022	$2 million
2023	$2 million
2025	$2 million
2026	$2 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145492. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	54
High net worth individuals	65

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145492. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2018	3
2019	4
2020	4
2021	6
2022	6
2023	6
2025	5
2026	5

Ranks #15 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 145492. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

What type of firm is Lifetime Wealth Management?

Lifetime Wealth Management, P.C. is an SEC-registered investment advisory firm and describes itself as a full-service multi-family office.¹²

Who does Lifetime serve?

Its stated client groups include families, entrepreneurs, business leaders, sports-industry professionals, high-net-worth individuals, retirees, executives, and business owners.³

What does the family-office service include?

The family-office offering combines investment strategy and due diligence with liquidity management, performance reporting, estate oversight, charitable giving, family education, bookkeeping, bill pay, and consolidated financial statements.⁸⁹

LocationMultifamily offices in Texas
The Multifamily offices in TX page helps families and business owners compare the types of multi-family office services available in the region. It provides context for considering needs such as investment management, tax planning, estate coordination, philanthropy, administration, and business owner support.
Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and estate planning topics. A family considering Lifetime Wealth Management, P.C. can use these materials to organize questions about transferring wealth, coordinating estate documents, and connecting estate decisions with tax, philanthropic, and family education planning.
Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single-family offices and wealthy families. Its articles and discussions can help a business owner or family compare approaches to governance, administration, investing, philanthropy, and education before deciding which multi-family office services fit their situation.
GuideHow multifamily offices invest
The How multifamily offices invest page explains common investment approaches and structures used by these firms. Readers can use it to prepare questions about portfolio construction, private and alternative investments, risk management, retirement planning, liquidity, and how investment decisions may relate to tax and estate goals.
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Profiles of Acropolis Capital Partners, Benzer Capital, and Legacy Knight MFO, LLC offer comparison points when reviewing firms with related multi-family office services. A prospective client can examine how each profile describes investment management, planning, administration, family support, or business owner services alongside Lifetime Wealth Management, P.C.'s stated offerings.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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