Lasting Wealth Principles, LLC

Lasting Wealth Principles LLC is a state-registered investment adviser that provides ongoing investment management and both project-based and ongoing comprehensive financial planning to individual clients. The firm’s brochure states it develops client-specific investment policy statements and manages portfolios on a discretionary basis, and it reported $0 discretionary and $0 non‑discretionary assets under management as of December 31, 2025.

The firm primarily implements a passive investment approach, constructing diversified, asset‑class-based portfolios using index mutual funds and exchange‑traded funds and tailoring asset allocation to a client’s goals, tax considerations, and stated restrictions. It also offers standard client controls such as the ability to impose reasonable limitations on securities or sectors and documents discretionary authority via a limited power of attorney.

Compared with many peers, the firm is an uncommon wrap fee program sponsor (noted in its Form ADV Appendix) and also relies on third‑party model offerings and tools through Altruist’s Model Marketplace, which gives it access to both Altruist‑generated and third‑party model portfolios and tax management utilities. The brochure also discloses that LWP may select or use outside managers or third‑party portfolios in managing client accounts and that model and marketplace fees can be passed through or deducted according to the platform arrangements.