$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
0 Employees
43 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Momentum radial
- Established Date
- 09-04-2001
- Office Locations
- 1
Office Locations
-- Somers NY
About Lifelong Wealth Strategies, LLC
Lifelong Wealth Strategies, LLC is a Somers-based RIA. The firm has been operating for 24 years. Managing $11.9M in total assets under management, They custody assets with Fidelity/NFS and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$276.6K AVG AUM / CLIENT
4.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
Upgrade to reveal position-level detail across frontier fusion.
See the complete signal summary connected to focus.
Request access to benchmark trends tied to quantum ridge.
Request access to benchmark trends tied to north zenith.
Full visibility includes strategy notes for value summit.
Premium access reveals conviction themes in pioneer radial.
See the complete signal summary connected to legacy.
Upgrade to reveal position-level detail across focus pioneer.
Asset Classes
Zenith fusion Summit eagle Ember insight
Custodian
Focus
Investment Themes
Vector signal Peak
Investment Vehicles
Vital oak Bridge element
Services
Vector Radial Quantum Ridge meridian Quantum Unison prime Meridian alpha
Technology
Focus
Owner & Executives
ANGELO GALLO
Financial Advisor, General Partner, Managing Member
- CRD
- #1471589
- Ownership
- 75% or more
(414) 326-5270
legacy.value@pathwaycapital.com
in linkedin.com/in/timber-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,892,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,892,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,892,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,415,647,051 | 100.0% |
| Total | $4,415,647,051 | 100.0% |