Lifetime Wealth Private Client Experience, Inc. (Littleton)

Name: Lifetime Wealth Private Client Experience, Inc.
Address: 10106 W. San Juan Way, Littleton, CO, 80127
Telephone: (855) 724-2150

Lifetime Wealth Private Client Experience, Inc. is a large advisory firm based in Littleton. It manages $146.47 million of regulatory assets for 374 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Michigan, and Texas.

Lifetime Wealth Private Client Experience provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifetime Wealth Private Client Experience: assets under management

The assets under management (AUM) of Lifetime Wealth Private Client Experience, Inc. is $146.47 million. The firm's AUM has grown by 365% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 96% of the total AUM. The second-largest asset type is exchange traded securities, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifetime Wealth Private Client Experience, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Iii John Alexander Scott serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Iii John Alexander Scott is high net worth individuals with 61 clients and $132.42 million of assets under management. Among the 11 most similar advisory firms, Lifetime Wealth Private Client Experience has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $146.47 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Lifetime Wealth Private Client Experience doesn't advise any private funds.

Careers at Lifetime Wealth Private Client Experience, Inc.

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Iii John Alexander Scott has been acting as President since 1 Nov 1998. Jeremy Frederick Fawcett joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Iii John Alexander Scott	President/ceo/director/chief compliance officer	1 Nov 1998	Other	1506647
J. Scott Holdings Corp.	Parent company	1 Nov 1998	75% - 100%	84-1479091
Kimberley K Rains	Chief compliance officer	1 Jul 2006	Other	1600063
Jeremy Frederick Fawcett	Chief compliance officer	1 Jan 2018	Other	5917547

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Iii John Alexander Scott	Ceo. owner of 76.1% of the common stock	1 Mar 1999	75% - 100%	1506647

Based in Littleton

The principal office where Lifetime Wealth Private Client Experience, Inc. performs its advisory services is located at 10106 W. San Juan Way, Littleton, CO 80127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (855) 724-2150 or by fax (720) 360-4498. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at cedrusfinancial.com.