Lifelong Wealth Management Group, LLC: new SEC registration, $122M AUM, Lake Oswego, OR
Lifelong Wealth Management Group, LLC (Lake Oswego, Oregon): new SEC registration, $122M AUM, Lake Oswego, OR. Its amount of 122 is below the median of 134 (42nd percentile). Dated 197 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related OR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lifelong Wealth Management Group, LLC |
| Legal name | Lifelong Wealth Management Group, LLC |
| CRD | 291661 |
| Status | Approved |
| Registered with the SEC | 2026-04-21 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Lake Oswego, OR, United States |
| Regulatory AUM | $121,740,000 |
| Accounts | 187 |
| Employees | 2 |
| Website | HTTP://WWW.LLWMG.COM |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (13 OR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OR first): Efm Investments & Advisory LLC · Washington Park Capital Management, LLC · Capstone Wealth Management Group, INC. · Stonepine Capital Management, LLC · J.P. Capital Management, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Lifelong Wealth Management Group, LLC and 13 Oregon peers
- Oregon NewRiaPulse records like this one: 13
- Lifelong Wealth Management Group, LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oregon peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Lifelong Wealth Management Group, LLC in Lake Oswego, Oregon?
Lifelong Wealth Management Group, LLC received SEC registration as an investment adviser (2026-04-21) with $121,740,000 in regulatory assets under management, based in Lake Oswego, OR.
How does Lifelong Wealth Management Group, LLC compare to other Oregon NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 197 days old; check the official source for later updates before acting.
Lifelong Wealth Management Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lifelong Wealth Management Group, LLC | Lake Oswego, OR | 122 | 42nd | 2026-04-21 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.