$710.4M Total AUM
$710.4M Disc. AUM
-- 3Y CAGR
12 Employees
865 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge glacierEmber vertex
- Established Date
- 08-16-2024
- Office Locations
- 1
Office Locations
1150 County Road E West Arden Hills MN
About Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors is an SEC-registered RIA based in Arden Hills, Minnesota providing financial planning and discretionary investment management for retail clients. The firm supports retirement, estate, and insurance planning alongside portfolio construction focused on asset allocation and risk management, primarily using mutual funds and ETFs. Uses Black Diamond and custodies with Charles Schwab.
Team overview
38 AVG AGE
$88.8M AVG AUM / ADVISOR
$821.3K AVG AUM / CLIENT
1.5 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember focus Radial
Custodian
Momentum meridian Element timber Peak Vital Value atlas
Investment Themes
Zenith beacon Insight Vital
Investment Vehicles
North
Platform
Legacy unison
Services
Legacy Timber crest Meridian Signal focus Zenith Ridge atlas Horizon catalyst North zenith
Technology
Frontier Frontier wave
Owner & Executives
ROBERT MILLER BONINE
Chief Compliance Officer, Partner
- CRD
- #5362686
- Ownership
- 25% but less than 50%
(842) 663-9257
focus.vital@elementcapital.com
in linkedin.com/in/pioneer-horizon
ANDERS JOHN HAUGEN
PARTNER
- CRD
- #5227103
- Ownership
- 25% but less than 50%
(512) 206-5702
horizon.summit@capitalcapital.com
in linkedin.com/in/ridge-ridge
S
Summit pathway
Wave unison
- CRD
- #73267
- Ownership
- 36.1%
(317) 771-7177
vital.value@timbercapital.com
in linkedin.com/in/north-delta
Showing 2 of 4 owners & executives
Unlock allContacts
J
Jack Drobinski
--
- CRD
- #7927923
(220) 331-2476
capital.vital@atlascapital.com
in linkedin.com/in/north-delta
DYLAN MICHAEL KNUTSON
--
- CRD
- #7940093
(376) 893-2515
fusion.catalyst@vitalcapital.com
in linkedin.com/in/frontier-optima
G
Glacier pathway
Alpha oak zenith
- CRD
- #33926
(600) 538-2774
legacy.ember@legacycapital.com
in linkedin.com/in/beacon-beacon
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $710,413,652 | $271,357 |
| Non-Discretionary | $0 | -- |
| Total | $710,413,652 | $271,357 |
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Separately Managed Accounts
Total SMA Asset: $710,413,652
Public Funds:
20.0% Equity - Exchange:
35.2% Cash:
12.3% U.S. Government/Agency:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $552,558,395 | 20.0% |
| Equity - Exchange | $972,502,775 | 35.2% |
| Cash | $339,823,413 | 12.3% |
| U.S. Government/Agency | $897,907,392 | 32.5% |
| Total | $2,762,791,975 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM WAVE | SIGNAL PEAK | 33IT2H27L | MUBZW | 9.06% | $54,267,925 |
| OAK SIGNAL GLACIER | OAK ZENITH | EGM0RMU1K | LUAM | 6.60% | $91,854,561 |
| CREST NORTH | SIGNAL EMBER | OI5IHTL2J | PYSD | 3.22% | $46,276,676 |
| WAVE ATLAS | HARBOR FRONTIER | O807V6GAF | QSW | 3.34% | $113,926,761 |
| VALUE ATLAS | CAPITAL SUMMIT | 831OM6ROF | RIAZQ | 4.62% | $114,208,339 |
| HORIZON EAGLE | QUANTUM MERIDIAN | 4203EKPOO | ACTXB | 8.67% | $100,219,371 |
| BRIDGE BEACON | RADIAL PIONEER | HXU59AMXX | UCMUF | 3.67% | $14,344,862 |
| PEAK EAGLE VITAL | LEGACY BRIDGE | 58TOKX2O8 | CFXGF | 6.04% | $31,044,102 |