# Lifelong Wealth Advisors, Inc.

> 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.

- CRD: 331847
- Filed as: LIFELONG WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arden Hills, MN
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331847
- AdvisorCensus page: https://advisorcensus.com/firm/lifelong-wealth-advisors-inc-arden-hills-mn-331847

## Quick answers

**How is Lifelong Wealth Advisors, Inc. compensated?**
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.

**Where is Lifelong Wealth Advisors, Inc. located?**
Lifelong Wealth Advisors, Inc.'s principal office is in Arden Hills, MN, according to its Form ADV.

**Is Lifelong Wealth Advisors, Inc. registered with the SEC or a state?**
Lifelong Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331847.

**How much does Lifelong Wealth Advisors, Inc. manage?**
Lifelong Wealth Advisors, Inc. reports $710,413,652 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Lifelong Wealth Advisors, Inc.'s assets and staff changed since 2024?**
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.

**What types of clients does Lifelong Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (670); high net worth individuals (195).

**Which custodians does Lifelong Wealth Advisors, Inc. use?**
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.

**Does Lifelong Wealth Advisors, Inc. report any disciplinary disclosures?**
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

**What changed in Lifelong Wealth Advisors, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $710,413,652
- Discretionary: $710,413,652
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 670 | $257,300,498 |
| High net worth individuals | 195 | $453,113,154 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MI, MN, NC, NE, OH, OR, SD, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- llwadvisors.com
- Facebook @LLWAdvisors
- Instagram @lifelongwealthadvisors
- LinkedIn @llwadvisors
- YouTube @LLWAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 10 | September 30, 2024 |
| October 2025 | $615,076,306 | 11 | July 17, 2025 |
| October 2026 | $710,413,652 | 12 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $615,076,306 to $710,413,652 (+16%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifelong Wealth Advisors, Inc. (CRD 331847): Form ADV filing data as of October 2026.