Disclosures Updated 7/8/2026
Investment Adviser Registration
Longevity Wealth Advisory LLC is an investment adviser registered with the Wisconsin Department of Financial Institutions — Division of Securities. Registration as an investment adviser does not imply any certain level of skill or training, and does not constitute an endorsement of the Firm by any securities regulator. The Firm’s CRD/IARD number is 343011. Additional information about the Firm and its investment adviser representative is available on the SEC’s Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov and through FINRA’s BrokerCheck at www.brokercheck.finra.org.
Informational Purposes Only; Not Advice
The information provided on this website and in any related materials is for general informational and educational purposes only. It does not constitute, and should not be relied upon as, individualized investment, financial, legal, accounting, or tax advice, and it is not a recommendation or solicitation to buy, sell, or hold any security or to adopt any investment strategy. Investment advice is provided by LW Advisory only to clients who have entered into a written investment advisory agreement with the Firm, and only after consideration of the client’s individual financial situation, objectives, and risk tolerance.
No Offer or Solicitation; Limited Jurisdictions
Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, advisory services in any jurisdiction in which LW Advisory is not registered or where such offer or solicitation would be unlawful. LW Advisory may transact business only in states in which it is registered or in which it qualifies for an applicable exemption or exclusion from registration. LW Advisory is currently registered as an investment adviser in the State of Wisconsin. Any communications with prospective clients residing outside Wisconsin will be conducted only in accordance with applicable registration, exemption, or exclusion requirements.
Investment Risk; No Guarantees; Past Performance
All investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy or recommendation will be profitable, will achieve its intended objective, or will be suitable for any particular client. Past performance is not indicative of, and is not a guarantee of, future results. LW Advisory does not guarantee any specific level of performance, the success of any investment decision or strategy, or the overall success of any account. Diversification and asset allocation do not ensure a profit or protect against loss in a declining market.
Forward-Looking Statements and Opinions
Certain statements on this website may constitute forward-looking statements or reflect current expectations or opinions regarding markets, economic conditions, or investment strategies. Such statements are subject to known and unknown risks and uncertainties, and actual events or results may differ materially from those expressed or implied. Any opinions expressed are as of the date indicated and are subject to change without notice. LW Advisory undertakes no obligation to update any forward-looking statement or opinion.
Third-Party Information and Links
This website may contain links to, or information drawn from, third-party websites and sources. Such links and information are provided for convenience and general information only. LW Advisory does not control, adopt, endorse, or accept responsibility for the content, products, or services of any third party, and the inclusion of any link does not imply affiliation or endorsement. Information obtained from third-party sources is believed to be reliable, but LW Advisory does not guarantee its accuracy, timeliness, or completeness.
No Legal or Tax Advice
LW Advisory does not provide legal or tax advice and does not prepare legal or tax documents. Clients and prospective clients should consult their own attorney, accountant, or qualified tax professional regarding their specific legal and tax circumstances before implementing any strategy discussed on this website or in connection with the Firm’s services.
Form ADV, Brochure, and Privacy Notice
A copy of LW Advisory’s Form ADV Part 2A (Disclosure Brochure), Form ADV Part 2B (Brochure Supplement), and Privacy Notice is available free of charge upon request by contacting the Firm at the information above, and (where posted) through the links provided on this website. These documents contain important information about the Firm’s services, fees, conflicts of interest, and business practices, and should be reviewed carefully before engaging the Firm.
Updates to These Disclosures
LW Advisory reviews these disclosures at least annually and updates them as the Firm’s business, registrations, or applicable laws and regulations change. The “Last Updated” date above reflects the most recent revision. Your continued use of this website following any update constitutes your acknowledgment of the then-current disclosures.