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LIFELONG WEALTH MANAGEMENT GROUP, LLC
CRD 291661 · SEC 801-135777
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035, United States
Phone
503-747-6534
Fax
503-214-6534
Registration
— (—)
Source
State registered
Total AUM
$121.7M
Discretionary AUM
$121.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $38.0M |
| High net worth individuals | 30 | $80.0M |
All web addresses on file
Official SEC filing: View on IAPD