Chief Executive Officer Managing Partner · Lifetime Wealth Management, LLC
Dayton B. Miller
CRD 7823595 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifetime Wealth Management, LLC, an SEC-registered wealth manager with $186 million in regulatory assets, lists Dayton B. Miller on its Form ADV as Chief Executive Officer Managing Partner, a control person.
Firms and roles
- Lifetime Wealth Management, LLCChief Executive Officer Managing PartnerWealth manager · United States · $186M in regulatory assets
AtlasMembers
Dayton’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Collin J. MillerPartner, Lifetime Wealth Management, LLC
- Erik A. LindstromPartner, Lifetime Wealth Management, LLC
- Kimberley E. DillinghamChief Compliance Officer, Lifetime Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dayton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.