Adviser Profile
| As of Date | 04/23/2026 |
| Registration status | Registration Changed to LIFELONG WEALTH MANAGEMENT GROUP, LLC |
| ADV Location | LAKE OSWEGO, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 121,740,000 161% |
| of that, discretionary | 121,740,000 177% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 651,016 421% |
| % High Net Worth | 16.04% 16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds