Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 04/21/2026
Other registrations (3)
Former registrations

LIFELONG WEALTH MANAGEMENT GROUP, LLC

ADV Location LAKE OSWEGO, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 121,740,000
of that, discretionary 121,740,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 651,016
% High Net Worth 16.04%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

122M 104M 87M 70M 52M 35M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees