LAKEWEALTH CAPITAL, LLC.

LAKEWEALTH CAPITAL, LLC. is an SEC-registered investment adviser (CRD 298463). Regulatory assets under management: $7.3M.

Registration

• CRD: 298463
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search