Steven Ohm
Lifelong Wealth Advisors · Arden Hills, Minnesota
Steven Ohm is a fee-only financial advisor at Lifelong Wealth Advisors in Arden Hills, Minnesota. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lifelong Wealth Advisors |
|---|---|
| Based in | Arden Hills, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $710.4M across 2,618 accounts |
| SEC registration | Investment adviser representative in MN, OR, TX · CRD 2342299 |
| Exams passed | Series 63 (1993) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | llwadvisors.com |
| Profile |
How Steven's firm compares
- Lifelong Wealth Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 2,618 accounts).
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Questions about Steven
Is Steven Ohm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Lifelong Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Lifelong Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Ohm based?
Steven Ohm is based in Arden Hills, Minnesota.
Is Steven Ohm registered with the SEC?
Yes. Steven Ohm is registered as an investment adviser representative in MN, OR and TX (CRD 2342299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifelong Wealth Advisors manage?
Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.
How do I contact Steven Ohm?
Through Steven's website, llwadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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