LAKE WATER ADVISORY, LLC

LAKE WATER ADVISORY, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 327854). Regulatory assets under management: $82.6M.

Registration

• CRD: 327854
• SEC file number: 801-128886
• Type: Registered investment adviser
• Location: 3001 FOUNDERS CLUB DRIVE, SARASOTA, FL, 34240
• Phone: (941) 587-1466
• Latest filing: 2026-07-06
• Regulatory AUM: $82.6M
• Discretionary AUM: $59.0M
• Non-discretionary AUM: $23.6M
• Clients: 3
• Accounts: 148

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search