Lake Water Advisory, LLC

RIAState Registered

Total AUM

$82.6M

Discretionary

$59M

71% of AUM

Avg account

$558K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 327854
Registered since: February 22, 2024
Website: www.lakewateradvisory.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals36.14%
HNWI35.27%
Pension & Profit Sharing Plans28.59%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lake Water Advisory, LLC is a privately held, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. It also operates as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. The firm is state-registered in Florida and New York and does not self-identify as an ESG investor.