# 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.

- CRD: 291661
- Filed as: LIFELONG WEALTH MANAGEMENT GROUP, LLC
- Also doing business as: LIFELONG WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291661
- AdvisorCensus page: https://advisorcensus.com/firm/lifelong-wealth-management-group-llc-lake-oswego-or-291661

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

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

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: $121,740,000
- Discretionary: $121,740,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 151 | $38,000,000 |
| High net worth individuals | 30 | $80,040,000 |
| Other | 6 | $3,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Palm Springs, CA

### Websites listed on Form ADV (Item 1.I)
- llwmg.com
- Facebook @LLWMG
- LinkedIn @LLWMG

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifelong Wealth Management Group, LLC (CRD 291661): Form ADV filing data as of October 2026.