Lakemont Wealth
Firm details
- Headquarters
- ,
- CRD number
- 338421
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.03%
- Individuals2.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lakemont Wealth is a small, independent registered investment adviser organized as an LLC and registered in Washington state. The firm is individually owned and focuses on serving individual and family clients, charging investment advisory fees as a percentage of assets under management. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Lakemont Wealth does not identify as an ESG investor, does not operate as a capital allocator, and is not structured as a multi-state or pension consulting adviser. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Exchange Traded Equities19%
- Cash & Cash Equivalents17%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations