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| Lifelong Wealth Advisors Inc
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|---|---|
| CRD # | 331847 |
| SEC # | 801-130930 |
| CIK # | 0002051717 |
| AUM | 710.4 M (2026-03-06) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 651-444-6500 |
| Address | 1150 County Road E West Arden Hills, MN 55112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.6 | ||
| Oracle Corp | 5.0 | ||
| Lilly Eli & Co | 2.3 | ||
| Apple Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 257.3 |
| (b) Individuals (high net worth individuals) | 195 | 453.1 |
| (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 | 2,618 | 710.4 |
| By Discretionary | ||
| Discretionary | 2,618 | 710.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,618 | 710.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 710.4 | |
| Total | 2,618 | 710.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051717] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
Northcape Wealth Management LLC
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