# LIFELONG WEALTH MANAGEMENT GROUP, LLC

LIFELONG WEALTH MANAGEMENT GROUP, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 291661
- Type: SEC-registered investment adviser
- SEC file number: 801-135777
- Location: 5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035
- Phone: 503-747-6534
- Latest filing: 2026-06-29
- Regulatory AUM: $121.7M
- Discretionary AUM: $121.7M
- Clients: 2
- Accounts: 187

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Jason Adam Gong | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291661/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291661/similar
- Related entities: https://search.stillhousedata.com/firm/291661/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291661

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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.