LASHLEY WEALTH MANAGEMENT

Overview

Lashley Wealth Management is an SEC-registered advisory firm that focuses on fee-based portfolio management for individuals and small businesses. The firm, registered in 2023 and owned by an individual, runs a percentage-of-AUM fee model and reports a client mix of individual & family and institutional relationships. Investment activity is centered on pooled public funds—primarily mutual funds—rather than direct stock picking or large-scale private-capital commitments. The firm does not position itself as an ESG-focused manager, and it is not registered as a multi-state adviser. Portfolio construction appears conservative and manager-driven: allocations favor third-party mutual funds and public fund sleeves, with the adviser acting as the allocator and portfolio manager to implement diversified, traditional-asset strategies for clients rather than operating as an external capital allocator into private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices