DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Lifelong Wealth Advisors, Inc.

Independent wealth managerArden Hills, MinnesotaCRD 331847SEC 801-130930websiteIAPD
Latest filing Mar 6, 2026
First filing on the tape Jul 17, 2024 · 7 filings
SEC status approved since Aug 16, 2024
RAUM
$710M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$710M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$78.9M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$710M as of Mar 6, 2026
Mar 19, 2025$615M then
HNW client RAUM$453M as of Mar 6, 2026
Mar 19, 2025$364M then
State-registered IARs (5.B.3)8 as of Mar 6, 2026
Mar 19, 20258 then
Employees (5.A)12 as of Mar 6, 2026
Mar 19, 202511 then
Private funds: no history
RAUM +16% over the last fiscal yearIARs 8 to 8
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$78.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
96derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.3MderivedHNW RAUM over HNW clients
Average account
$271,357derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
3.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+1.5%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Financial planning clients
1,000reportedItem 5.H
Custody
$539M, 1,522 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$453M64%
  • Individuals$257M36%
Individual clients
670reported
HNW clients
195reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,618reported
Financial planning clients
1,000reported
Wrap fee programs
noreported
Custody of client assets
$539M for 1,522 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Steven William OhmArden Hills, MnOct 1, 202433 y2
Anders John HaugenCertified Financial Planner, Chartered Financial ConsultantArden Hills, MnOct 1, 202420 y2
Robert Miller BonineCertified Financial PlannerArden Hills, MnOct 1, 202419 y2
Peter Joe WiedewitschArden Hills, MnOct 1, 202419 y2
Dori Lynn PetroffArden Hills, MnOct 1, 202418 y4
Logan Briar TaftCertified Financial PlannerArden Hills, MnOct 1, 202413 y2
Jeremy Matthew LipinskiCertified Financial PlannerArden Hills, Mn Oct 1, 202420 y2
Dylan Michael KnutsonArden Hills, MnJul 19, 202511 y0
Jack DrobinskiArden Hills, MnApr 2, 202610 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Miller Robert Bonine · Partner & Chief Compliance Officercontrol
      since 11/2014 · owns 25% to 50%
    • John Anders Haugen · Partnercontrol
      since 11/2014 · owns 25% to 50%
    • Matthew Jeremy Lipinski · Partnercontrol
      since 11/2014 · owns 25% to 50%
    • Lynn Dori Petroff · Chief Operations Officercontrol
      since 04/2024 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Arden Hills, Mn · principal910
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 2,502 to 2,618
      Nov 25, 2025 to Mar 6, 2026
    • HNW clients · 173 to 195
      Nov 25, 2025 to Mar 6, 2026
    • Individual clients · 679 to 670
      Nov 25, 2025 to Mar 6, 2026
    • Assets in custody · $413M to $539M
      Nov 25, 2025 to Mar 6, 2026
    • Employees · 11 to 12
      Nov 25, 2025 to Mar 6, 2026
    • Discretionary RAUM · $615M to $710M
      Nov 25, 2025 to Mar 6, 2026
    • HNW RAUM · $364M to $453M
      Nov 25, 2025 to Mar 6, 2026
    • Individual RAUM · $251M to $257M
      Nov 25, 2025 to Mar 6, 2026
    • RAUM · $615M to $710M
      Nov 25, 2025 to Mar 6, 2026
    • Financial planning clients · More than 500 to More than 500
      Mar 19, 2025 to Jul 17, 2025
    • Accounts · 2,452 to 2,502
      Dec 13, 2024 to Mar 19, 2025
    • HNW clients · 168 to 173
      Dec 13, 2024 to Mar 19, 2025
    • Individual clients · 670 to 679
      Dec 13, 2024 to Mar 19, 2025
    • Assets in custody · $450M to $413M
      Dec 13, 2024 to Mar 19, 2025
    • Employees · 10 to 11
      Dec 13, 2024 to Mar 19, 2025
    • Financial planning clients · 0 to More than 500
      Dec 13, 2024 to Mar 19, 2025
    • Discretionary RAUM · $635M to $615M
      Dec 13, 2024 to Mar 19, 2025
    • HNW RAUM · $380M to $364M
      Dec 13, 2024 to Mar 19, 2025
    • Individual RAUM · $254M to $251M
      Dec 13, 2024 to Mar 19, 2025
    • RAUM · $635M to $615M
      Dec 13, 2024 to Mar 19, 2025
    • Accounts · 0 to 2,452
      Sep 30, 2024 to Dec 13, 2024
    • HNW clients · unset to 168.0
      Sep 30, 2024 to Dec 13, 2024
    • Individual clients · unset to 670.0
      Sep 30, 2024 to Dec 13, 2024
    • Assets in custody · unset to 450080986.0
      Sep 30, 2024 to Dec 13, 2024
    • Custody of client assets · false to true
      Sep 30, 2024 to Dec 13, 2024
    • Discretionary RAUM · $0 to $635M
      Sep 30, 2024 to Dec 13, 2024
    • HNW RAUM · unset to 380491387.0
      Sep 30, 2024 to Dec 13, 2024
    • Individual RAUM · unset to 254130881.0
      Sep 30, 2024 to Dec 13, 2024
    • RAUM · $0 to $635M
      Sep 30, 2024 to Dec 13, 2024
    Signals
    3 dated events
    • Brooke Kristine Anderson left Lifelong Wealth Advisors, Inc. for Rbc Capital Markets, Llc (registered 2025-09-22)
      Sep 15, 2025 · Advisor changed firm · fact
    • 6 advisors left Advisornet Wealth Partners (Arden Hills, MN) for Lifelong Wealth Advisors, Inc. on the same day
      Oct 17, 2024 · Team lift-out · derived
    • Lifelong Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)
      Jul 17, 2024 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    yourteam@llwadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    651-444-6500reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    651-444-6501reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    651-444-6505reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/llwadvisorsreportedpublic record, Form ADV, Sep 17, 2026
    Website
    llwadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    651-444-6500reportedpublic record, Form ADV, Mar 6, 2026
    Contact form
    llwadvisors.com/p/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    llwadvisors.com/team/jeremy-matthew-lipinskireportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $78.9Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026