LAKESHORE WEALTH MANAGEMENT LLC

LAKESHORE WEALTH MANAGEMENT LLC of LAKE LOTAWANA, MO is an SEC-registered investment adviser (CRD 331324). Regulatory assets under management: $77.0M.

Registration

• CRD: 331324
• Type: Registered investment adviser
• Location: 9613 LAKE SHORE DRIVE, LAKE LOTAWANA, MO, 64086
• Phone: (816) 477-5253
• Latest filing: 2026-07-28
• Regulatory AUM: $77.0M
• Discretionary AUM: $77.0M
• Clients: 3
• Accounts: 825

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 331324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search