Lifelong Wealth Management Group, LLC
SEC RegisteredFinancial expertise that delivers confidence, clarity, and peace of mind
About the firm
Based in Portland, Oregon, LLWMG is a wealth management and financial advisory firm offering comprehensive financial planning designed around clients' lives. They work closely with individuals, families, and business owners in Lake Oswego and the greater Portland area to support confident financial decision making and long-term financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, retirement planning, estate planning, insurance planning, college savings, tax planning, business financial planning, and mortgage planning.
Who they serve
Individuals, families, and business owners in Lake Oswego and the greater Portland area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 151 | $38M |
| High Net Worth Individuals | 30 | $80M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 1.50% |
| $251,000 to $1,000,000 | 1.25% |
| $1,001,000 to $2,500,000 | 1.00% |
| $2,501,000 to $5,000,000 | 0.75% |
| $5,001,000 and above | 0.65% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lifelong Wealth Management Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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