Longevity Wealth Management LLC

Overview

Longevity Wealth Management LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates primarily as a discretionary manager, focusing its client solutions around equity-centric portfolios and financial planning. It also functions as a registered representative of a broker‑dealer and as an insurance broker, which it integrates into client planning and product placement. The adviser positions itself as a capital allocator and uses third‑party manager selection as part of its toolkit—engaging external advisers when a client solution calls for specialist capabilities. Fee arrangements combine asset‑based fees and fixed fees, and the firm offers portfolio management for individuals and small businesses alongside comprehensive financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices