LIFELONG WEALTH ADVISORS, INC.
Firm details
- Headquarters
- ARDEN HILLS, Minnesota
- CRD number
- 331847
- Registered since
- August 16, 2024
- Website
- www.llwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.78%
- Individuals36.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lifelong Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that provides financial planning and portfolio management primarily for individuals and families. The firm charges both a percentage-of-AUM fee and fixed fees and describes itself as a capital allocator that also selects and supervises outside advisers. Advisory services listed include financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and manager selection. Lifelong is not identified as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1Dori Petroff
Chief Operations OfficerCRD 5475235
Contacts
3 of 8JEREMY LIPINSKI
Financial Advisor and PartnerCRD 5227102
ANDERS HAUGEN
Financial Advisor and PartnerCRD 5227103
ROBERT BONINE
Partner, Financial AdvisorCRD 5362686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$437M in ETFs
41%
$178M
29%
$259M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $68.6M | 548,228 | 15.71% |
Location
ARDEN HILLS, MN
RAMSEY
Location
ARDEN HILLS, MN
Headquartered in ARDEN HILLS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- RAMSEY
- Address
- 1150 County Road E W
- Time zone
- CT (UTC-6)
- Office locations
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