FRESH LAKE WEALTH MANAGEMENT LLC

FRESH LAKE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 161365). Regulatory assets under management: $860K.

Registration

• CRD: 161365
• Type: Registered investment adviser
• Phone: (914) 441-6815
• Latest filing: 2026-01-23
• Regulatory AUM: $860K
• Discretionary AUM: $858K
• Non-discretionary AUM: $2K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: 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 161365 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search