LIFELONG WEALTH MANAGEMENT GROUP, LLC

LIFELONG WEALTH MANAGEMENT GROUP, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 291661). Regulatory assets under management: $121.7M.

Registration

• CRD: 291661
• SEC file number: 801-135777
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 291661 on SEC IAPD (source of record)
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