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LONGEVITY WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in CA
#3,256
of 5,480 advisers by AUM
Average account
$979K
across 62 accounts
AUM per adviser
$61M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM
$61M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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FOUR CORNERS-MEYERHOFF INVESTMENT MANAGEMENT, LLC
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ZEPHYR INVESTMENT MANAGEMENT
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ITERO CAPITAL, LLC
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