Lifelong Wealth Advisors, Inc.
Firm details
- Headquarters
- Arden Hills, Minnesota
- CRD number
- 331847
- Registered since
- August 16, 2024
- Website
- www.llwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.78%
- Individuals36.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lifelong Wealth Advisors, Inc. is an independent registered investment adviser that became SEC-registered in 2024. The firm is owned by an individual and serves primarily individual and family clients. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of outside managers. Lifelong charges fees based on a percentage of assets under management and also uses fixed-fee arrangements. The firm identifies as a capital allocator but does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$508M in ETFs
35%
$178M
27%
$330M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $84.7M | 943,530 | 16.68% |
Location
Arden Hills, MN
Ramsey
Location
Arden Hills, MN
Headquartered in Arden Hills, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 1150 County Road E W
- Time zone
- CT (UTC-6)
- Office locations
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