Lifetime Wealth Strategies

Financial Services • Forest Hills, Kentucky, United States • 1-10 Employees

Company overview

Headquarters	9700 Bunsen Parkway, Louisville, KY 40299, US
Phone number	+15022675433
Websites	lifetimewealthstrategies.net contactlws.com
NAICS	52
SIC	628
Keywords	College Planning, Retirement Planning, Financial Planning, Insurance And Long Term Care Insurance
Founded	2009
Employees	1-10
Socials

Key Contacts at Lifetime Wealth Strategies

Evan Thurmond

Director Of Portfolio Management / Founding Partner

Adam Coop

Managing Partner And Owner

Lifetime Wealth Strategies Email Formats

Lifetime Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@contactlws.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@contactlws.com	100%

About Lifetime Wealth Strategies

We believe we work for you, not Wall Street. Lifetime Wealth Strategies is dedicated to offering unbiased financial advice, tailored to your personal goals. We have a team approach to your financial needs; each partner has a different area of expertise. We are focused on one bottom line: Yours. Our mission at Lifetime Wealth Strategies is to build meaningful relationships and gain the trust of the people we touch through our high integrity, professional knowledge, and our personalized wealth management services. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Lifetime Wealth Strategies are not affiliated.

Lifetime Wealth Strategies revenue & valuation

Annual revenue	$3,227,458
Revenue per employee	$359,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Lifetime Wealth Strategies has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Lifetime Wealth Strategies has never raised funding before.

Lifetime Wealth Strategies Tech Stack

Discover the technologies and tools that power Lifetime Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Drupal

CMS

Microsoft 365

Frequently asked questions

Lifetime Wealth Strategies is located in Forest Hills, Kentucky, US.

You can reach Lifetime Wealth Strategies at +15022675433.

Lifetime Wealth Strategies was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Lifetime Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Lifetime Wealth Strategies

Evan Thurmond

Director Of Portfolio Management / Founding Partner

Adam Coop

Managing Partner And Owner

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