Lifetime Wealth Design

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

201 Townepark Cir Ste B1, Louisville, Ke...

Phone Number

(502) 426-0000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
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1

About Lifetime Wealth Design

Life Time Wealth is a wealth management firm that specializes in providing tax-efficient financial solutions for high-net-worth individuals and business owners. They utilize a unique 11-measurement approach to ensure that every financial decision aligns with their clients' long-term goals, offering clarity, security, and growth. Their services are tailored for high-income earners, business owners, investors, and entrepreneurs. The firm aims to help clients take control of their wealth through customized financial planning.Explore more
Lifetime Wealth Design's Social MediaPopular SearchesLifetime Wealth DesignLifetime Wealth Design LLCRoberts CPA GroupRoberts CPA Group : Louisvillecom LifetimeWealthDesignSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lifetime Wealth Design

<$5M
1-10
Private
-
2017
N/A
$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lifetime Wealth Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lifetime Wealth Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lifetime Wealth Design.

Lifetime Wealth Design Tech Stack

A closer look at the technologies used by Lifetime Wealth Design

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Frequently Asked Questions Regarding Lifetime Wealth Design

What is Lifetime Wealth Design's official website?
Lifetime Wealth Design's official website is www.lifetimewealthdesign.com
What is Lifetime Wealth Design's Revenue?
Lifetime Wealth Design's revenue is <$5 Million
What is Lifetime Wealth Design's SIC code?
Lifetime Wealth Design's SIC: 62,628
What is Lifetime Wealth Design's NAICS code?
Lifetime Wealth Design's NAICS: 52,523
How many employees does Lifetime Wealth Design have?
Lifetime Wealth Design has 1-10 employees
What industry does Lifetime Wealth Design belong to?
Lifetime Wealth Design is in the industry of: Finance, Securities Trading
What is Lifetime Wealth Design competition?
Lifetime Wealth Design top competitors include: Fulcrum Wealth Advisors, Radnor Financial Advisors, Ratcliff Financial Services, Fountainhead Wealth
What technology does Lifetime Wealth Design use?
Some of the popular technologies that Lifetime Wealth Design uses are: WooCommerce, WordPress.org, Drupal, PHP
How do I contact Lifetime Wealth Design?
Lifetime Wealth Design contact info: Phone number: (502) 426-0000 Website: www.lifetimewealthdesign.com
What does Lifetime Wealth Design do?

Life Time Wealth is a wealth management firm that specializes in providing tax-efficient financial solutions for high-net-worth individuals and business owners. They utilize a unique 11-measurement approach to ensure that every financial decision aligns with their clients' long-term goals, offering clarity, security, and growth. Their services are... tailored for high-income earners, business owners, investors, and entrepreneurs. The firm aims to help clients take control of their wealth through customized financial planning.Read More

What are Lifetime Wealth Design social media links?
Lifetime Wealth Design Linkedin page Lifetime Wealth Design Twitter page Lifetime Wealth Design Facebook page
Is Lifetime Wealth Design a public company?
Lifetime Wealth Design is private company therefore does not currently have an official ticker symbol
See more information about Lifetime Wealth Design

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