Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Arden Hills, MN with $710.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Lifelong Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331847, SEC 801-130930, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $710.4M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Arden Hills, MN
- Employees
- 12
- Clients
- 865
- CRD
- 331847
- Ownership
- LIPINSKI, JEREMY, MATTHEW; Petroff, DORI, LYNN; BONINE, ROBERT, MILLER; HAUGEN, ANDERS, JOHN
How much AUM does Lifelong Wealth Advisors, Inc. have?
Lifelong Wealth Advisors, Inc. reported $710.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Lifelong Wealth Advisors, Inc.?
Disclosed owners and executives of Lifelong Wealth Advisors, Inc. include LIPINSKI, JEREMY, MATTHEW, Petroff, DORI, LYNN, BONINE, ROBERT, MILLER, HAUGEN, ANDERS, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.