Lifetime Wealth Design LLC

Lifetime Wealth Design LLC (CRD# 165086) is a financial advisory firm headquartered in Louisville, KY. They manage $1,517,368 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lifetime Wealth Design LLC
Showing 1 - 1 of 1 top financial advisors.
Kevin N. Roberts
CRD#: 5679551
201b Townepark Circle, Ste B-1, Louisville, KY 40243

Kevin Roberts (CRD# 5679551) is an Investment Advisor Representative working at Lifetime Wealth Design LLC in Louisville, KY and has over 8 years of experience in the finance industry.

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