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| Lifelong Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 291661 |
| SEC # | 801-135777 |
| CIK # | |
| AUM | $121.7 M (2026-06-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-747-6534 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 38.0 |
| (b) Individuals (high net worth individuals) | 30 | 80.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 6 | 3.7 |
| Total | 187 | 121.7 |
| By Discretionary | ||
| Discretionary | 187 | 121.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 121.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.7 | |
| Total | 187 | 121.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FNEX Wealth LLC
✚
|
IN | 0.1 |
|
First LOOK Capital Management LLC
✚
|
0.1 | |
|
Commencement Financial Planning LLC
✚
|
0.1 | |
|
Arbalpha Capital LLC
✚
|
FL | 0.1 |
|
Boston Portfolio Advisers LLC
✚
|
MA | 0.1 |
|
Blue Haven Capital LLC
✚
|
IL | 0.1 |
|
GIRA & GIRA Investment Advisors LLC
✚
|
VA | 0.1 |
|
Life Strategies Inc
✚
|
CA | 0.1 |
|
Allen Financial Management LLC
✚
|
MI | 0.1 |
|
Resnick Wealth Alliance LLC
✚
|
FL | 0.1 |