# LAKEWEALTH CAPITAL, LLC.

LAKEWEALTH CAPITAL, LLC. is an SEC-registered investment adviser.

## Registration

- CRD: 298463
- Type: SEC-registered investment adviser
- Phone: 732-523-0541
- Latest filing: 2026-02-18
- Regulatory AUM: $7.3M
- Discretionary AUM: $7.3M
- Clients: 1
- Accounts: 67

## Business model

- Compensation: % of AUM, Subscription
- Clients served: High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298463/similar
- Related entities: https://search.stillhousedata.com/firm/298463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298463

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.