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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFELONG WEALTH ADVISORS, INC.

CRD 331847

ARDEN HILLS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ffee3b3-9584-aa1b-729e-86efb1ad905c

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Jul 17, 2024 to Mar 6, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $710MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $710M
Private client RAUM: $710MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $78.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,618
Individual clients: 670
High net worth clients: 195
Custody, client assets: $539M
SEC number: 801-130930
CRD: 331847
Filings on the tape: 7
First filed: Jul 17, 2024
Latest filed: Mar 6, 2026
Organised: Corporation, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN WILLIAM OHM	n/a	ARDEN HILLS, MN	1	33	2	no
JEREMY MATTHEW LIPINSKI	Certified Financial Planner	ARDEN HILLS, MN \| Hudson, WI	1	20	2	no
ANDERS JOHN HAUGEN	Certified Financial Planner\|Chartered Financial Consultant	ARDEN HILLS, MN	1	20	2	no
ROBERT MILLER BONINE	Certified Financial Planner	ARDEN HILLS, MN	1	19	2	no
PETER JOE WIEDEWITSCH	n/a	ARDEN HILLS, MN	1	19	2	no
Dori Lynn Petroff	n/a	ARDEN HILLS, MN	1	18	4	no
LOGAN BRIAR TAFT	Certified Financial Planner	ARDEN HILLS, MN	1	14	2	no
DYLAN MICHAEL KNUTSON	n/a	ARDEN HILLS, MN	1	11	n/a	no
Jack Drobinski	n/a	ARDEN HILLS, MN	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BONINE, ROBERT, MILLER	PARTNER & CHIEF COMPLIANCE OFFICER	C	yes	11/2014	Jul 17, 2024	Dec 13, 2024
HAUGEN, ANDERS, JOHN	Partner	C	yes	11/2014	Jul 17, 2024	Dec 13, 2024
LIPINSKI, JEREMY, MATTHEW	Partner	C	yes	11/2014	Jul 17, 2024	Dec 13, 2024
Petroff, DORI, LYNN	CHIEF OPERATIONS OFFICER	Na	yes	04/2024	Jul 17, 2024	Dec 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$710M	$710M	12	8	2	n/a	n/a
2024	Mar 19, 2025	$615M	$615M	11	8	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$710M	$615M	15.5%	n/a	n/a	12	11	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORNET WEALTH PARTNERS	6	Oct 17, 2024	Oct 1, 2024	ARDEN HILLS, MN	Team lift out	RIA to new firm	7.8%

Relationships

Registered with (10)

← Jack DrobinskiAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← DYLAN MICHAEL KNUTSONAdvisorregistration: current employment
Jul 19, 2025 to presentfactForm ADV
← STEVEN WILLIAM OHMAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← JEREMY MATTHEW LIPINSKIAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← ANDERS JOHN HAUGENAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← ROBERT MILLER BONINEAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← PETER JOE WIEDEWITSCHAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← Dori Lynn PetroffAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← LOGAN BRIAR TAFTAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← Brooke Kristine AndersonAdvisorregistration: previous registration
Oct 1, 2024 to Sep 15, 2025factForm ADV

Controls (4)

← LIPINSKI, JEREMY, MATTHEWOwnerPARTNER, ownership code C, individual
Jul 17, 2024 to Dec 13, 2024factForm ADV
← HAUGEN, ANDERS, JOHNOwnerPARTNER, ownership code C, individual
Jul 17, 2024 to Dec 13, 2024factForm ADV
← BONINE, ROBERT, MILLEROwnerPARTNER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 17, 2024 to Dec 13, 2024factForm ADV
← Petroff, DORI, LYNNOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Jul 17, 2024 to Dec 13, 2024factForm ADV

Moved with (1)

← ADVISORNET WEALTH PARTNERSRegistered adviser6 advisors, team lift out, same day
Oct 17, 2024 to Oct 1, 2024factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
Brooke Kristine Anderson left Lifelong Wealth Advisors, Inc. for Rbc Capital Markets, Llc (registered 2025-09-22)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2024
Team lift-out
6 advisors left Advisornet Wealth Partners (Arden Hills, MN) for Lifelong Wealth Advisors, Inc. on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Jul 17, 2024
First Form ADV filing
Lifelong Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ffee3b3-9584-aa1b-729e-86efb1ad905c
First observed: Jul 17, 2024
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFELONG WEALTH ADVISORS, INC.

CRD 331847

ARDEN HILLS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ffee3b3-9584-aa1b-729e-86efb1ad905c

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN WILLIAM OHM

n/a

ARDEN HILLS, MN

JEREMY MATTHEW LIPINSKI

Certified Financial Planner

ARDEN HILLS, MN | Hudson, WI

ANDERS JOHN HAUGEN

Certified Financial Planner|Chartered Financial Consultant

ARDEN HILLS, MN

ROBERT MILLER BONINE

Certified Financial Planner

ARDEN HILLS, MN

PETER JOE WIEDEWITSCH

n/a

ARDEN HILLS, MN

Dori Lynn Petroff

n/a

ARDEN HILLS, MN

LOGAN BRIAR TAFT

Certified Financial Planner

ARDEN HILLS, MN

DYLAN MICHAEL KNUTSON

n/a

ARDEN HILLS, MN

n/a

Jack Drobinski

n/a

ARDEN HILLS, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BONINE, ROBERT, MILLER

PARTNER & CHIEF COMPLIANCE OFFICER

yes

11/2014

Jul 17, 2024

Dec 13, 2024

HAUGEN, ANDERS, JOHN

Partner

yes

11/2014

Jul 17, 2024

Dec 13, 2024

LIPINSKI, JEREMY, MATTHEW

Partner

yes

11/2014

Jul 17, 2024

Dec 13, 2024

Petroff, DORI, LYNN

CHIEF OPERATIONS OFFICER

yes

04/2024

Jul 17, 2024

Dec 13, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$710M

n/a

2024

Mar 19, 2025

$615M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$710M

$615M

15.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORNET WEALTH PARTNERS

Oct 17, 2024

Oct 1, 2024

ARDEN HILLS, MN

Team lift out

RIA to new firm

7.8%