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Partner · Lifetime Wealth Management, LLC

Erik A. Lindstrom

CRD 7846911 · 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 Erik A. Lindstrom on its Form ADV as Partner, a control person.

Firms and roles

AtlasMembers

Erik’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.