LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

NATIONAL HARBOR, Maryland·2 registered advisors·CRD# 133399
SEC# 801-1179150301-567-0706
01

Firm Overview

AUM
$6M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

2 registered advisors
Carolyn Thompson Walder
NATIONAL HARBOR, Maryland
Diana Jane Batchelor
NATIONAL HARBOR, Maryland
05

Office Locations

NATIONAL HARBOR, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC (CRD# 133399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.