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Lookahead Wealth LLC CRD 285724
$45.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2025-06-01 |
Branch Locations
1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Design Management | Tigard | OR | 03/2016 | Present |
| Titus Financial, Inc. | Portland | OR | 11/2023 | Present |
Max Morgan aids in bookkeeping, records management and general business affairs of Luxe Atelier, a luxury skincare spa at 101 S State Street, Unit 4110, Lake Oswego, Oregon. He maintains a beneficial ownership interest in the business. The activity is not investment related. He started this activity on 10/1/2021 and spends 8 hours per month on this activity, none during stock market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
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