Lifetime Investments & Insurance LLC

Public-record details

Address

7162 W Rue De Lamour, 7162, Peoria, AZ 85381

Phone

(480) 349-5386

Listed under

Hourly fees, % of assets managed

CRD number

283074

Registration

State registered: AZ

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$50,000

Accounts managed

1

Clients reported (Form ADV 5.D)

1

Individual / high-net-worth clients

1 / 0

Employees

1

Other business activities (Form ADV 6.A)

Also active as: broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2025-03-28

State registered (AZ) investment adviser, CRD 283074, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 283074 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.