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Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc. (LLW) is an SEC registered investment adviser headquartered in Arden Hills, Minnesota. The firm specializes in comprehensive wealth management and financial planning, offering services such as investment management, retirement strategies, estate planning, and risk management for individuals and families. LLW's team of certified financial planners and advisors works closely with clients to develop personalized strategies. The firm appears to have been operating for several years and employs a team of at least 10 professionals including CFPs, associates, and administrative staff, serving clients predominantly in Minnesota and the Midwest region.
Investment Strategy
Lifelong Wealth Advisors applies a personalized approach to investment management, focusing on aligning portfolio strategies with clients' unique financial goals and risk tolerances. The firm leverages traditional investment principles and practices, including diversification and long-term allocation, alongside behavioral financial strategies. Their services address retirement planning, estate conservation, college savings, and risk management, with a philosophy centered on holistic, client-centric financial planning and disciplined investment execution.
Latest 13F Filing Activity
Lifelong Wealth Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $336M. The fund increased holdings in Goldman Sachs Etf TR, SPDR Series Trust, J P Morgan Exchange Traded F among other positions. Lifelong Wealth Advisors, Inc. reduced exposure to Ishares TR, Target Corp., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 21.10% | $71.0M | 544,802 | $115.37 | $130.28 | +$5.2M |
S SPLG | SPDR SERIES TRUST | 18.53% | $62.3M | 795,560 | $69.03 | $78.34 | +$5.1M |
J JBND | J P MORGAN EXCHANGE TRADED F | 10.27% | $34.5M | 637,907 | $53.65 | $54.16 | +$4.2M |
A AVUV | AMERICAN CENTY ETF TR | 6.76% | $22.8M | 228,579 | $91.36 | $99.53 | +$2.6M |
I IYW | ISHARES TR | 3.71% | $12.5M | 63,716 | $159.52 | $195.86 | +$1.3M |
Industry Allocation
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