LASHLEY WEALTH MANAGEMENT

LASHLEY WEALTH MANAGEMENT of SARASOTA, FL is an SEC-registered investment adviser (CRD 328154). Regulatory assets under management: $77.1M.

Registration

• CRD: 328154
• SEC file number: 801-128825
• Type: Registered investment adviser
• Location: 1990 MAIN STREET, SARASOTA, FL, 34236
• Phone: 913 338-2400
• Latest filing: 2026-07-14
• Regulatory AUM: $77.1M
• Discretionary AUM: $77.1M
• Clients: 3
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 328154 on SEC IAPD (source of record)
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