# LookAhead Wealth

LookAhead Wealth is a Multi Family Office based in West Linn, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Linn, United States
- **Assets under management:** Undisclosed
- **Website:** https://lookaheadwealth.com
- **LinkedIn:** https://www.linkedin.com/company/lookahead-wealth

## Regulatory record

- **CRD number:** 285724
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285724

## About

Lookahead Wealth is a boutique wealth management firm and state Registered Investment Advisor in Oregon. It provides financial planning and strategic asset management focused on retirement planning, executive compensation, and estate planning. The firm specializes in serving executives, business owners, and successful professionals, especially engaged retirees and soon-to-be retirees.

## People

- Max Morgan — Managing Partner
- Bo Lyons — CFP®, Wealth Manager

## Questions

### Does LookAhead Wealth have any publicly available investment track record?

No. There is no public record of portfolio companies, fund commitments, or direct investments attributable to LookAhead Wealth. The firm has not published performance data, nor has it been referenced in co-investment announcements or industry roundups.

### Who operates LookAhead Wealth and where is it based?

LookAhead Wealth has not publicly disclosed its principals, management team, or office location. No state business registrations, SEC filings, or FINRA records have been identified that list a physical address or named individuals for the entity.

### Is LookAhead Wealth regulated by the SEC or FINRA?

There is no current registration for LookAhead Wealth in the SEC's investment adviser public disclosure database, nor in FINRA's BrokerCheck system. Family offices that serve a single family or a limited set of families are often exempt from registration, but the firm's exact regulatory status is unconfirmed.

## Related profiles

- [GANIM PRIVATE WEALTH](https://altss.com/profile/ganim-private-wealth)
- [Broad Reach Investment Management](https://altss.com/profile/broad-reach-investment-management-llp)

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Last updated: 2026-08-11T15:07:19.634Z

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