# Lifelong Wealth Management Group, LLC: new SEC registration, $122M AUM, Lake Oswego, OR

**Score:** 45/100

| 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 |

## Why this score
- $122M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/291661). Last refreshed: 2026-11-04T21:45:24.609Z.
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.