Longevity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,705,346
Clients
62
81% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$979,118
About
Longevity Wealth Management serves individual investors (including high‑net‑worth individuals), charitable organizations, and small businesses, offering investment management, financial planning, and facilitation of estate‑document preparation. The firm also recommends and places insurance and annuity products and connects clients to third‑party investment programs.
Investment implementation is primarily through third‑party managers, mutual funds, ETFs and, where appropriate, variable and fixed index annuities, with the firm selecting, monitoring, and, in some cases, using sub‑advisors or turnkey platform models. Longevity generally pursues multi‑asset, longer‑term holdings, exercises discretionary authority for managed accounts, and reviews client portfolios at least quarterly.
Noteworthy for a solo independent adviser, the firm’s principal conducts broker‑dealer activities and insurance sales in addition to advisory services, and the firm receives commissions and servicing payments from certain annuity and insurance products as well as service fees from some fund and platform providers — conflicts the brochure discloses. The firm also offers an estate‑planning service via a technology partner and delegates a substantial portion of portfolio management to third‑party managers while managing approximately $60.7 million across about 62 client relationships.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Wealth management
Private / alternative investments
Fee options
Financial planning services flat fee up to $10,000 per year; may also offer monthly subscription fees; payment terms: 50% at signing, 50% on delivery
$0 - $50,000: 1.75% total fee (CLS Investments LLC) $50,001 - $500,000: 1.60% to 1.55% total fee (CLS Investments LLC tiers: $50k-$500k: 1.60%, $500k-$1M: 1.55%) $1,000,001+: 1.35% total fee (CLS Investments LLC) $0 - $250,000: 1.75% total fee (Assetmark, Inc.) $250,001 - $750,000: 1.75% total fee (Assetmark, Inc. tiers: next $250k and next $500k same rate) $1,000,001+: 1.55% total fee (Assetmark, Inc.) $0 - $250,000: 2.00% total fee (Gemmer Asset Management LLC) $250,001 - $750,000: 1.50% to 1.25% total fee (Gemmer tiers: next $250k: 1.50%, next $500k: 1.25%) $1,000,001+: 1.00% total fee (Gemmer) $0 - $250,000: 2.00% total fee (USA Financial Exchange Corporation) $250,001 - $750,000: 1.50% to 1.25% total fee (USA Financial tiers: next $250k: 1.50%, next $500k: 1.25%) $1,000,001+: 1.00% total fee (USA Financial) $0 - $250,000: 1.50% total fee (Longevity Wealth Management internally managed) $250,001 - $750,000: 1.25% total fee (Longevity internally managed tiers: next $250k and next $500k same rate) $1,000,001+: 1.00% total fee (Longevity internally managed)
May receive commissions from some annuity products recommended; compensation depends on product
Financial planning services may be offered as a monthly subscription depending on engagement
Account minimum: $25,000 for third-party advisory services (CLS, Gemmer, USA Financial, Assetmark); $100,000 minimum if managed internally by Longevity Wealth Management
Main office location
Longevity Wealth Management LLC
Walnut Creek CA, United States
Number of offices
1
Most active in
Longevity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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