Lakes Wealth Advisory, LLC

Overview

Lakes Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, and it also provides portfolio management for small business clients. Core services are financial planning and discretionary portfolio management. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser; it also does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives