Lifelong Wealth Advisors, Inc.
- Regulatory AUM
- $710M
- Discretionary
- $710M
- Clients
- 865
- Avg AUM / client
- $821K
- Accounts
- 2,618
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 670 | $257M | 36.2% |
| High net worth individuals | 195 | $453M | 63.8% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anders John Haugen | Partner | CFP Chartered Financial Consultant | Nov 2014 (12y) | 25% – 50% |
| Jeremy Matthew Lipinski | Partner | CFP | Nov 2014 (12y) | 25% – 50% |
| Robert Miller Bonine | Partner & Chief Compliance Officer | CFP | Nov 2014 (12y) | 25% – 50% |
| Dori Lynn Petroff | Chief Operations Officer | Apr 2024 (2y) | Less than 5% | |
| Logan Briar Taft | Registered representative | CFP | Oct 2024 (2y) | |
| Peter Joe Wiedewitsch | Registered representative | Oct 2024 (2y) | ||
| Steven William Ohm | Registered representative | Oct 2024 (2y) | ||
| Dylan Michael Knutson | Registered representative | Jul 2025 (1y) | ||
| Jack Drobinski | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $696M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗