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LIFELONG WEALTH ADVISORS, INC.
CRD 331847 · SEC 801-130930
1150 COUNTY ROAD E WEST, ARDEN HILLS, MN, 55112, United States
Phone
651-444-6500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$710.4M
Discretionary AUM
$710.4M
Team
12 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 670 | $257.3M |
| High net worth individuals | 195 | $453.1M |
States served
AZ, CA, CO, IL, MI, MN, NE, NC, OH, OR, WI, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD