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LIFELONG WEALTH MANAGEMENT GROUP, LLC

LAKE OSWEGO, OR · CRD 291661 · IAPD ↗ · llwmg.com · 503-747-6534

$121.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — LIFELONG WEALTH MANAGEMENT GROUP, LLC (LAKE OSWEGO, OR) is newly SEC-registered with $121.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.