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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifelong Wealth Advisors Inc
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|---|---|
| CRD # | 331847 |
| SEC # | 801-130930 |
| CIK # | 0002051717 |
| AUM | $615.1 M (2025-07-17) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 651-444-6500 |
| Address | 1150 County Road E West Arden Hills, MN 55112 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 8.5 | ||
| iShares Comex Gold Trust | 6.8 | ||
| Apple Inc | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 679 | 250.7 |
| (b) Individuals (high net worth individuals) | 173 | 364.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,502 | 615.1 |
| By Discretionary | ||
| Discretionary | 2,502 | 615.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,502 | 615.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.1 | |
| Total | 2,502 | 615.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051717] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.6 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
✚
|
0.6 | |
|
WMG Financial Advisors LLC
✚
|
TN | 0.6 |
|
Lazari Capital Management Inc
✚
|
CA | 0.6 |
|
Northcape Wealth Management LLC
✚
|
NY | 0.6 |
|
Tamarisk Financial LLC
✚
|
MI | 0.6 |