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LONGEVITY WEALTH MANAGEMENT LLC

CRD 320720

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$60.7M

Discretionary AUM

$60.7M

Team

1 total employees; 1 advisory reps; 62 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals12$4.6M
High net worth individuals50$56.1M

All web addresses on file

Official SEC filing: View on IAPD