Lifelong Wealth Management Group, LLC
● SEC registered since 2026CRD 291661SEC# 801-135777Lake Oswego, OR
Reg. AUM
$121.7M
Employees
2
Accounts
187
Location
Lake Oswego, OR
Lifelong Wealth Management Group, LLC assets under management
Lifelong Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 2026. It reports $121.7 million in regulatory assets under management and employs 2 people.
Lifelong Wealth Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Adam Gong Control | Chief Compliance Officer, Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Lifelong Wealth Management Group, LLC manage?
Lifelong Wealth Management Group, LLC reports $121.7 million in regulatory assets under management on its Form ADV.
How many employees does Lifelong Wealth Management Group, LLC have?
Lifelong Wealth Management Group, LLC reports 2 employees.
Where is Lifelong Wealth Management Group, LLC located?
Lifelong Wealth Management Group, LLC is based in Lake Oswego, OR and has been SEC-registered since 2026.
Does Lifelong Wealth Management Group, LLC disclose fund performance?
Lifelong Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035 |
| Phone | 503-747-6534 |
| Fax | 503-214-6534 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$121.7Mregulatory AUM
Discretionary $121.7M