LAKELAND WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$36.4M

Discretionary

$36.4M

100% of AUM

Avg account

$286K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 173831
Website: www.lakelandwealth.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI60.75%
Individuals35.84%
Corporations / Businesses3.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lakeland Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and educational seminars. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which align with the firm’s role as sponsor, general partner and managing member on at least one pooled vehicle. Investment posture is equity-centric: exchange-traded equities represent the dominant exposure across client portfolios, with cash-managed trading and separate account capabilities through full-service custodians. Complementing the equity core, the firm uses third‑party alternative managers for real assets and energy sector allocations and holds a small private hedge fund vehicle it advises and sponsors. The firm does not report an active ESG investing program.