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Firm profile

Lifelong Wealth Management Group, LLC

LAKE OSWEGO, ORCRD 291661Registration Status: ApprovedEffective since April 21, 2026Latest ADV June 29, 2026

Lifelong Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated June 29, 2026, reports $122M in regulatory assets under management, 2 employees, 1 office, and 187 accounts.

Assets Under Management
$122M
Employees
2
Offices
1 office
Total Clients
187
Primary office
LAKE OSWEGO, OR
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJason A. Gong

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
151
2
HNWI
16.0%
30
3
401K PLANS - VANGUARD
3.2%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$122Mas of June 29, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$122M
Total Accounts187
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee94:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.