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Lifelong Wealth Management Group, LLC

● SEC registered since 2026CRD 291661SEC# 801-135777Lake Oswego, OR
Export (members)
Reg. AUM
$121.7M
Employees
2
Accounts
187
Location
Lake Oswego, OR

Lifelong Wealth Management Group, LLC assets under management

Lifelong Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 2026. It reports $121.7 million in regulatory assets under management and employs 2 people.
www.llwmg.comView on SEC.gov ↗

Lifelong Wealth Management Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Adam Gong ControlChief Compliance Officer, Managing MemberOver 75%2017

Frequently asked questions

How much does Lifelong Wealth Management Group, LLC manage?

Lifelong Wealth Management Group, LLC reports $121.7 million in regulatory assets under management on its Form ADV.

How many employees does Lifelong Wealth Management Group, LLC have?

Lifelong Wealth Management Group, LLC reports 2 employees.

Where is Lifelong Wealth Management Group, LLC located?

Lifelong Wealth Management Group, LLC is based in Lake Oswego, OR and has been SEC-registered since 2026.

Does Lifelong Wealth Management Group, LLC disclose fund performance?

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

Contact & registration

Address5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
Phone503-747-6534
Fax503-214-6534
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.7M
Non-discretionary$0
Total (RAUM)$121.7M