Lifelong Wealth Management Group, LLC
Lifelong Wealth Management Group, LLC is an SEC-registered mass-market adviser with $121.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lifelong Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291661, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $121.7M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 187
- CRD
- 291661
- Ownership
- GONG, JASON, ADAM
How much AUM does Lifelong Wealth Management Group, LLC have?
Lifelong Wealth Management Group, LLC reported $121.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Lifelong Wealth Management Group, LLC?
Disclosed owners and executives of Lifelong Wealth Management Group, LLC include GONG, JASON, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.