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LONG RUN WEALTH ADVISORS, LLC

LAKE PLACID, NY · CRD 311415 · IAPD ↗ · 518-523-8050

$514.2MRegulatory AUM
7Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — LONG RUN WEALTH ADVISORS, LLC (LAKE PLACID, NY) left the SEC roster (was $514.2M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
51
January 2026 — LONG RUN WEALTH ADVISORS, LLC notice-filed in CO, MA, ME, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — LONG RUN WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($442.0M -> $514.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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