Lifelong Wealth Advisors, Inc.
● SEC registered since 2024CRD 331847SEC# 801-130930Arden Hills, MN
Reg. AUM
$710.4M
Employees
12
Accounts
2,618
Location
Arden Hills, MN
Lifelong Wealth Advisors, Inc. assets under management
Lifelong Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Arden Hills, MN. The firm has been registered since 2024. It reports $710.4 million in regulatory assets under management and employs 12 people.
Lifelong Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anders John Haugen Control | Partner | 25-50% | 2014 |
| Dori Lynn Petroff Control | Chief Operations Officer | Under 5% | 2024 |
| Jeremy Matthew Lipinski Control | Partner | 25-50% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifelong Wealth Advisors, Inc. manage?
Lifelong Wealth Advisors, Inc. reports $710.4 million in regulatory assets under management on its Form ADV.
How many employees does Lifelong Wealth Advisors, Inc. have?
Lifelong Wealth Advisors, Inc. reports 12 employees.
Where is Lifelong Wealth Advisors, Inc. located?
Lifelong Wealth Advisors, Inc. is based in Arden Hills, MN and has been SEC-registered since 2024.
Does Lifelong Wealth Advisors, Inc. disclose fund performance?
Lifelong Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1150 County Road E West, Arden Hills, MN 55112 |
| Phone | 651-444-6500 |
| Office hours | Monday - Thursday 8a.m. - 4:30p.m., Friday 8a.m. - 3p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$710.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$710.4Mregulatory AUM
Discretionary $710.4M