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LIFELONG WEALTH ADVISORS, INC.

ARDEN HILLS, MN · CRD 331847 · IAPD ↗ · 651-444-6500

$710.4MRegulatory AUM
8Advisory reps
12Employees
0Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LIFELONG WEALTH ADVISORS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — LIFELONG WEALTH ADVISORS, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2025 — LIFELONG WEALTH ADVISORS, INC. reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
January 2025 — LIFELONG WEALTH ADVISORS, INC. now reports custody of client assets ($450.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
January 2025 — LIFELONG WEALTH ADVISORS, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
October 2024 — LIFELONG WEALTH ADVISORS, INC. notice-filed in AZ, CA, FL, IL, MI, NC, OH, SD, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — LIFELONG WEALTH ADVISORS, INC. (ARDEN HILLS, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 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.