RIA Intel›Advisers›New York›LIFELONG WEALTH STRATEGIES, LLC

LIFELONG WEALTH STRATEGIES, LLC

Advisory

NY

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in NY

#5,222

of 5,722 advisers by AUM

Average account

$277K

across 43 accounts

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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