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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CEDRUS

LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC., CRD 111842

LITTLETON, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d4e1f32-5610-a9ac-4b95-ed6bc5b3c9d6

Data as of Jan 22, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2011 to Jan 22, 2019
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $146MItem 5.F on the latest filing (2019-01-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 374
Individual clients: 47
High net worth clients: 61
SEC number: 801-100457
CRD: 111842
Filings on the tape: 14
First filed: Dec 23, 2011
Latest filed: Jan 22, 2019
Organised: Corporation, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J. SCOTT HOLDINGS CORP.	PARENT COMPANY	E	yes	11/1998	Dec 23, 2011	Jan 22, 2019
SCOTT, III, JOHN, ALEXANDER	CEO. OWNER OF 76.1% OF THE COMMON STOCK	E	yes	03/1999	Dec 23, 2011	Jan 22, 2019
SCOTT, III, JOHN, ALEXANDER	PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER	Na	yes	11/1998	Dec 23, 2011	Jan 22, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 5, 2018	$146M	$0	6	4	0	n/a	n/a
2016	Mar 1, 2017	$120M	$0	6	4	n/a	n/a	n/a
2015	Jan 11, 2016	$102M	$0	6	4	n/a	n/a	n/a
2011	Jan 18, 2012	$53.1M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$146M	$120M	22.3%	n/a	n/a	6	6	0	n/a

Relationships

Controls (2)

← SCOTT, III, JOHN, ALEXANDEROwnerCEO. OWNER OF 76.1% OF THE COMMON STOCK, ownership code E, individual
Dec 23, 2011 to presentfactForm ADV
← J. SCOTT HOLDINGS CORP.OwnerPARENT COMPANY, ownership code E, domestic entity
Dec 23, 2011 to presentfactForm ADV

Registered with (5)

← John Daley HaggarAdvisorregistration: previous registration
Jul 20, 2018 to Apr 1, 2019factForm ADV
← JOHN ALEXANDER SCOTT, IIIAdvisorregistration: previous registration
Jan 1, 1999 to Mar 29, 2019factForm ADV
← JEREMY FREDERICK FAWCETTAdvisorregistration: previous registration
Apr 28, 2017 to Jan 10, 2019factForm ADV
← JOHN HENRY GERINGERAdvisorregistration: previous registration
Nov 13, 2014 to Dec 12, 2018factForm ADV
← MITCHELL BRUCE MOOREAdvisorregistration: previous registration
Aug 14, 2003 to Oct 5, 2005factForm ADV

Dated events

Occurred
Jan 22, 2019
Control person left
Frederick Jeremy Fawcett (Chief Compliance Officer) no longer on Schedule A of Cedrus (listed 2018-03-07, absent 2019-01-22)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2015
First Form ADV filing
Cedrus filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d4e1f32-5610-a9ac-4b95-ed6bc5b3c9d6
First observed: Dec 23, 2011
Last observed: Jan 22, 2019 93 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CEDRUS

LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC., CRD 111842

LITTLETON, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d4e1f32-5610-a9ac-4b95-ed6bc5b3c9d6

Data as of Jan 22, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

J. SCOTT HOLDINGS CORP.

PARENT COMPANY

yes

11/1998

Dec 23, 2011

Jan 22, 2019

SCOTT, III, JOHN, ALEXANDER

CEO. OWNER OF 76.1% OF THE COMMON STOCK

yes

03/1999

Dec 23, 2011

Jan 22, 2019

SCOTT, III, JOHN, ALEXANDER

PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER

yes

11/1998

Dec 23, 2011

Jan 22, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 5, 2018

$146M

n/a

2016

Mar 1, 2017

$120M

n/a

2015

Jan 11, 2016

$102M

n/a

2011

Jan 18, 2012

$53.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$146M

$120M

22.3%

n/a