LAKES WEALTH ADVISORY, LLC

LAKES WEALTH ADVISORY, LLC is an SEC-registered investment adviser (CRD 150666). Regulatory assets under management: $27.0M.

Registration

• CRD: 150666
• Type: Registered investment adviser
• Phone: 281-656-1757
• Latest filing: 2026-03-31
• Regulatory AUM: $27.0M
• Discretionary AUM: $26.8M
• Non-discretionary AUM: $167K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search