{"url":"https://nivawealth.com/firms/lifelong-wealth-management-group-291661","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291661","regulatoryAum":121740000,"crd":"291661","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2684816","suffix":null,"lastName":"GONG","firstName":"JASON","middleName":"ADAM"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135777","legalName":"Lifelong Wealth Management Group, LLC","displayName":"Lifelong Wealth Management Group","slug":"lifelong-wealth-management-group-291661","website":"https://llwmg.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/291661/03cf3b2d81853bb3-r1.webp","tone":"light","width":666,"height":200,"sourceUrl":"https://www.llwmg.com/","sourceLabel":"Lifelong Wealth Management Group, LLC, 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individuals","clients":30,"regulatoryAum":80040000},{"label":"Other","clients":6,"regulatoryAum":3700000}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"Financial planning is billed hourly at $250 per hour, due at the time of service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015138","versionId":1015138,"submittedOn":"2026-03-05","documentName":"FORM ADV PART 2A & B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:57:51.202427+00:00","documents":[{"name":"FORM ADV PART 2A & B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015138","versionId":1015138,"submittedOn":"2026-03-05"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Portland, OR","smaAssets":118040000},{"name":"Vanguard Capital","shortName":"Vanguard Capital","location":"Del Mar, CA","smaAssets":3705000}],"custodyNote":"Lifelong Wealth Management Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jason Gong","title":"Chief Compliance Officer, Managing Member","crd":"2684816"}],"ownership":[{"label":"Jason Gong","detail":"Chief compliance officer, managing member in the 75% or more ownership band and a control person, since December 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"777 E Tahquitz Canyon Way","city":"Palm Springs"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"5 Centerpointe Drive, Suite 400","city":"Lake Oswego","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-747-6534","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"U.S. government/agency bonds","percent":8},{"label":"U.S. state and local bonds","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":0},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291661/PDF/291661.pdf","brochureDate":"5 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015138","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lifelong Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lifelong Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lifelong Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lifelong Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lifelong Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lifelong Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lifelong Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lifelong Wealth Management Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}