Investment adviser · CRD 291661
LIFELONG WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
LAKE OSWEGO, OR, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $122M Form ADV · Item 5.F
- Client accounts
- 187 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 30 | $80,040,000 | 65.7% |
| Individuals | 151 | $38,000,000 | 31.2% |
| Other clients | 6 | $3,700,000 | 3.0% |
Filing source
Form ADV 2116231 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
5 CENTERPOINTE DRIVE, SUITE 400LAKE OSWEGO, OR, 97035, United States
CRD 291661
Filing source
Form ADV 2116231 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.