LAKELAND WEALTH MANAGEMENT LLC

LAKELAND WEALTH MANAGEMENT LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 173831). Regulatory assets under management: $36.4M.

Registration

• CRD: 173831
• Type: Registered investment adviser
• Location: 1707 KIRBY PARKWAY, MEMPHIS, TN, 38120
• Phone: 901-347-2725
• Latest filing: 2026-03-31
• Regulatory AUM: $36.4M
• Discretionary AUM: $36.4M
• Clients: 1
• Accounts: 127

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173831 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search