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Lifelong Wealth Management Group
LIFELONG WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in LAKE OSWEGO, OR, registered since 2026. The firm manages approximately $122...
Overview
LIFELONG WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in LAKE OSWEGO, OR, registered since 2026. The firm manages approximately $122 million in assets. It employs 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lexington, KY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lifelong Wealth Management Group?
Lifelong Wealth Management Group does not publicly list its investment team or principals. The firm operates as an RIA, so investment decisions are made by registered advisors whose identities are not required to be publicly named per SEC rules.
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