LAKE EFFECT WEALTH LLC

LAKE EFFECT WEALTH LLC is an SEC-registered investment adviser (CRD 306464). Regulatory assets under management: $18.3M.

Registration

• CRD: 306464
• Type: Registered investment adviser
• Phone: 847-716-0992
• Latest filing: 2026-03-30
• Regulatory AUM: $18.3M
• Discretionary AUM: $16.7M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, 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 306464 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search