Overview
Assets Under Management: $122 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 30
Average Client Assets: $2.7 million
Frequently Asked Questions
LIFELONG WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291661), LIFELONG WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
LIFELONG WEALTH MANAGEMENT GROUP, LLC is headquartered in LAKE OSWEGO, OR.
LIFELONG WEALTH MANAGEMENT GROUP, LLC serves 30 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, LIFELONG WEALTH MANAGEMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LIFELONG WEALTH MANAGEMENT GROUP, LLC manages $122 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, LIFELONG WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.75%
Average Client Assets: $2.7 million
Total Client Accounts: 187
Discretionary Accounts: 187
Regulatory Filings
CRD Number: 291661
Filing ID: 2078580
Last Filing Date: 2026-03-20 15:40:03