{
  "crd_number": 331847,
  "slug": "lifelong-wealth-advisors-inc-arden-hills-mn-331847",
  "primary_business_name": "LIFELONG WEALTH ADVISORS, INC.",
  "legal_name": "LIFELONG WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": "Arden Hills",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 710413652.0,
  "raum_discretionary": 710413652.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 257300498.0,
      "count": 670
    },
    "high_net_worth_individuals": {
      "raum": 453113154.0,
      "count": 195
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "MI",
    "MN",
    "NC",
    "NE",
    "OH",
    "OR",
    "SD",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/LLWAdvisors",
    "https://instagram.com/lifelongwealthadvisors",
    "https://linkedin.com/company/llwadvisors",
    "https://llwadvisors.com",
    "https://youtube.com/@LLWAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331847",
  "city_as_filed": "ARDEN HILLS",
  "url": "https://advisorcensus.com/firm/lifelong-wealth-advisors-inc-arden-hills-mn-331847",
  "display_name": "Lifelong Wealth Advisors, Inc.",
  "summary": "Lifelong Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Arden Hills, MN, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Lifelong Wealth Advisors, Inc. (CRD 331847): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lifelong Wealth Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifelong Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lifelong Wealth Advisors, Inc. located?",
      "a": "Lifelong Wealth Advisors, Inc.'s principal office is in Arden Hills, MN, according to its Form ADV."
    },
    {
      "q": "Is Lifelong Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Lifelong Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331847."
    },
    {
      "q": "How much does Lifelong Wealth Advisors, Inc. manage?",
      "a": "Lifelong Wealth Advisors, Inc. reports $710,413,652 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lifelong Wealth Advisors, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Lifelong Wealth Advisors, Inc.: Regulatory assets under management: $0 in the October 2024 data and $710,413,652 in the October 2026 data. Total employees: 10 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lifelong Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (670); high net worth individuals (195)."
    },
    {
      "q": "Which custodians does Lifelong Wealth Advisors, Inc. use?",
      "a": "Lifelong Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lifelong Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331847"
    },
    {
      "q": "What changed in Lifelong Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $615,076,306 to $710,413,652 (+16%). Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 10,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 615076306.0,
      "total_employees": 11,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 710413652.0,
      "total_employees": 12,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $615,076,306 to $710,413,652 (+16%).",
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lifelong-wealth-advisors-inc-arden-hills-mn-331847.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 670,
      "fewer_than_5": false,
      "raum": 257300498.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 195,
      "fewer_than_5": false,
      "raum": 453113154.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331847",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}