# LOOKAHEAD WEALTH LLC

LOOKAHEAD WEALTH LLC of WEST LINN, OR is an SEC-registered investment adviser.

## Registration

- CRD: 285724
- Type: SEC-registered investment adviser
- Location: 1980 WILLAMETTE FALLS DRIVE, WEST LINN, OR, 97068
- Phone: 503.832.0165
- Latest filing: 2026-05-29
- Regulatory AUM: $45.4M
- Discretionary AUM: $45.4M
- Clients: 2
- Accounts: 199

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285724/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285724/similar
- Related entities: https://search.stillhousedata.com/firm/285724/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285724

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.