Lakewealth Capital, LLC

Overview

Lakewealth Capital, LLC is a small, privately owned investment advisory operating as an LLC and focused on individual and family clients. The firm acts as a capital allocator and provides discretionary portfolio management across individual and small business relationships, and also works with business or institutional accounts. It offers selection of other advisers and runs educational seminars and workshops, signaling a blend of advisory and client-facing education. Investmently, Lakewealth shows a clear preference for publicly traded equities and uses a mix of pooled vehicles and third‑party managers for non‑core exposures. Its fee model combines a percentage of assets under management with subscription‑style fees for certain services or programs. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices