Lifelong Wealth Management Group, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 291661
- Registered since
- April 21, 2026
- Website
- www.llwmg.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.75%
- Individuals31.21%
- Other3.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lifelong Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm is not positioned as an ESG-focused investor and does not identify as a multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities56%
- State & Local Bonds13%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds11%
- US Government Bonds8%
Contacts
1 of 1
Jason Gong
Financial ProfessionalCRD 2684816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 5 Centerpointe Dr
- Time zone
- PT (UTC-8)
- Office locations
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