# Lifelong Wealth Management Group

Lifelong Wealth Management Group is a Multi Family Office based in Lake Oswego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Lexington, KY, United States
- **Assets under management:** Undisclosed
- **Website:** lifelongwealthmanagementgroup.com
- **LinkedIn:** https://www.linkedin.com/company/llwmg

## Regulatory record

- **CRD number:** 291661
- **SEC file number:** 801-135777
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291661

## About

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.

## Sectors

- Wealth Management
- Private Credit
- Real Estate

## 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.

## Related profiles

- [Aurora Financial Planning & Investment Management](https://altss.com/profile/aurora-financial-planning-and-investment-management-llc)
- [MAGNUM RESEARCH GLOBAL LIMITED](https://altss.com/profile/magnum-research-global-limited)

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Last updated: 2026-07-06T01:24:20.262Z

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