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Lifelong Wealth Advisors, Inc.

● SEC registered since 2024CRD 331847SEC# 801-130930Arden Hills, MN
Export (members)
Reg. AUM
$615.1M
Employees
11
Accounts
2,502
Location
Arden Hills, MN

Lifelong Wealth Advisors, Inc. assets under management

Lifelong Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Arden Hills, MN. The firm has been registered since 2024. It reports $615.1 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/llwadvisorsView on SEC.gov ↗

Lifelong Wealth Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anders John Haugen ControlPartner25-50%2014
Dori Lynn Petroff ControlChief Operations OfficerUnder 5%2024
Jeremy Matthew Lipinski ControlPartner25-50%2014
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Frequently asked questions

How much does Lifelong Wealth Advisors, Inc. manage?

Lifelong Wealth Advisors, Inc. reports $615.1 million in regulatory assets under management on its Form ADV.

How many employees does Lifelong Wealth Advisors, Inc. have?

Lifelong Wealth Advisors, Inc. reports 11 employees.

Where is Lifelong Wealth Advisors, Inc. located?

Lifelong Wealth Advisors, Inc. is based in Arden Hills, MN and has been SEC-registered since 2024.

Does Lifelong Wealth Advisors, Inc. disclose fund performance?

Lifelong Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1150 County Road E West, Arden Hills, MN 55112
Phone651-444-6500
Office hoursMonday - Thursday 8a.m. - 4:30p.m., Friday 8a.m. - 3p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$615.1M
Non-discretionary$0
Total (RAUM)$615.1M