AdvisorCensus / Financial advisors / Oregon / Portland / Lifelong Wealth Management Group, LLC
Lifelong Wealth Management Group, LLC
Filed as LIFELONG WEALTH MANAGEMENT GROUP, LLC
Lifelong Wealth Management Group, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Lifelong Wealth Management Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Lifelong Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Lifelong Wealth Management Group, LLC located?
Lifelong Wealth Management Group, LLC's principal office is in Lake Oswego, OR, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Lifelong Wealth Management Group, LLC registered with the SEC or a state?
Lifelong Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 291661.
How much does Lifelong Wealth Management Group, LLC manage?
Lifelong Wealth Management Group, LLC reports $121,740,000 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
What types of clients does Lifelong Wealth Management Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (151); high net worth individuals (30); other (6).
Which custodians does Lifelong Wealth Management Group, LLC use?
Lifelong Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Capital as custodians holding 10% or more of its separately managed account assets.
Does Lifelong Wealth Management Group, LLC 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/291661
What changed in Lifelong Wealth Management Group, LLC's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 5, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$121,740,000 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- LIFELONG WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lifelong Wealth Management Group, LLC (CRD 291661): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lifelong-wealth-management-group-llc-lake-oswego-or-291661