Lifelong Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Arden Hills, MN. Its latest Form ADV filing, dated March 6, 2026, reports $710M in regulatory assets under management, 12 employees, 2 offices, and 2,618 accounts.
Assets Under Management
$710M
Employees
12
Offices
2 offices
Total Clients
865
Primary office
ARDEN HILLS, MN
1150 COUNTY ROAD E WEST, ARDEN HILLS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
670
2
HNWI
22.5%
195
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$710Mas of March 6, 2026
Discretionary100.0%
$710M
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$710M
Total Accounts2,618
10Y AUM Change+$710M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee72:1
10Y Employee Change+2 (+20.0%)
* 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.