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, SEC‑registered registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, charging clients either a percentage of assets under management or fixed fees. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and the selection of other advisers. The firm identifies as a capital allocator but does not emphasize ESG investing, pension consulting, or multi‑state adviser activity in its public profile.
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
1 of 1
Dori Petroff
Chief Operations OfficerCRD 5475235
Contacts
3 of 8
Jeremy Lipinski
Financial Advisor and PartnerCRD 5227102
Anders Haugen
Financial Advisor and PartnerCRD 5227103
Robert Bonine
Partner, Financial AdvisorCRD 5362686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$500M in ETFs
35%
$174M
28%
$327M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $82.6M | 940,424 | 16.53% |
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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