Dakota
Dakota
Book a Demo
Talk to an Expert

Lifelong Wealth Advisors, Inc.

EST. AUM
$710,413,652

CONTACTS

CLIENT ACCOUNTS
2,618

Firm Details

Metro area Minneapolis
CRD Number 331847
Website llwadvisors.com
Client types

Overview

Lifelong Wealth Advisors, Inc. (LLW) is an independent, SEC-registered investment adviser headquartered in Arden Hills, Minnesota. The firm provides comprehensive wealth management and financial planning services to individuals, families, and business owners, emphasizing a fiduciary-first approach to long-term financial decision-making. LLW distinguishes itself by combining technical financial planning expertise, including CERTIFIED FINANCIAL PLANNER™ professionals, with Behavioral Financial Advisor™ principles that help clients navigate the emotional aspects of investing. The firm's investment philosophy is rooted in evidence-based portfolio construction, utilizing diversified allocations of low-cost exchange-traded funds and mutual funds designed to keep clients focused on their long-term objectives rather than short-term market fluctuations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy