Lifelong Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.
Lifelong Wealth Management Group reports 187 clients. They include 151 individual clients, 30 high-net-worth individuals and 6 other clients. Of its assets, 100.0% ($122M across 187 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 31% |
| High-net-worth individuals | 16% | 66% |
| Other | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 151 | $38M | 31.2% | $252K |
| High-net-worth individuals | 30 | $80M | 65.7% | $2.67M |
| Other | 6 | $3.7M | 3.0% | $617K |
| Total | 187 | $122M | 100% | $651K |
- Clients
- 151
- Regulatory AUM
- $38M
- AUM share
- 31.2%
- Avg. per client
- $252K
- Clients
- 30
- Regulatory AUM
- $80M
- AUM share
- 65.7%
- Avg. per client
- $2.67M
- Clients
- 6
- Regulatory AUM
- $3.7M
- AUM share
- 3.0%
- Avg. per client
- $617K
Total
- Clients
- 187
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $651K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Lifelong Wealth Management Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $250 per hour, due at the time of service.
Jason Gong owns 75% or more of Lifelong Wealth Management Group. The leadership team of Lifelong Wealth Management Group includes Chief Compliance Officer Jason Gong. It has 2 employees.
Leadership
Jason GongChief Compliance Officer, Managing Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Lifelong Wealth Management Group, LLC
Jason Gong
Control person · since December 2017
Besides its headquarters, Lifelong Wealth Management Group has 1 office, with 2 listed addresses in California and Oregon.
California · 1 listed address
- 777 E Tahquitz Canyon Way, Palm Springs
Oregon · 1 listed address
- 5 Centerpointe Drive, Suite 400, Lake OswegoHQ
Other business names
Lifelong Wealth Management Group has reported 1 other business name to the SEC.
- Lifelong Wealth Management
Contact and registration details
- Legal name
- Lifelong Wealth Management Group, LLC
- Headquarters
- 5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
- Website
- llwmg.com
- Phone
- 503-747-6534
- SEC file
- 801-135777
- Structure
- Oregon LLC
- Fiscal year end
- December
Lifelong Wealth Management Group uses Charles Schwab ($118M, 97%) and Vanguard Capital ($3.71M, 3%) as custodians for its separately managed accounts. Lifelong Wealth Management Group has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Portland, OR · $118M97%
- Vanguard CapitalVanguard Capital · Del Mar, CA · $3.71M3%
At year end, Lifelong Wealth Management Group’s separately managed accounts were mostly in stocks (56%) and bonds (21%).
What the accounts hold
- Stocks56%
- Funds11%
- Bonds21%
- State and local bonds13%
- U.S. government and agency bonds8%
- Cash12%
How many clients does Lifelong Wealth Management Group have?
Lifelong Wealth Management Group has 187 clients and manages $122 million for them, as of June 2026. They include 151 individual clients, 30 high-net-worth individuals and 6 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Lifelong Wealth Management Group offer?
Lifelong Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lifelong Wealth Management Group use?
Lifelong Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Portland, OR), with $118M and Vanguard Capital (Del Mar, CA), with $3.71M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Lifelong Wealth Management Group have?
Lifelong Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lifelong Wealth Management Group invest in?
At the end of its last fiscal year, Lifelong Wealth Management Group’s separately managed accounts held 56% exchange-traded equities, 13% state and local bonds, 12% cash and equivalents, 11% registered funds (mutual funds, ETFs, BDCs) and 8% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lifelong Wealth Management Group?
Lifelong Wealth Management Group’s direct owner is Jason Gong (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Lifelong Wealth Management Group get paid?
Lifelong Wealth Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lifelong Wealth Management Group?
Lifelong Wealth Management Group’s main office is at 5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035. Its phone number is 503-747-6534. Its website is llwmg.com.