Mirror Lake Wealth Management, LLC

Overview

Mirror Lake Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports a client base made up of individual and family investors. Its stated preferences skew toward publicly traded equities; the firm's asset mix and custody relationships indicate a portfolio strategy built around exchange-traded securities, supplemented with mutual funds and select alternative allocations. Mirror Lake is not positioned as a capital allocator, does not identify as an active ESG investor, and operates without a multi-state adviser designation. Investment activity centers on straightforward, liquid exposures to equities while preserving access to diversification through third-party alternative managers for specific mandates. With a small client roster, the adviser appears to run highly concentrated, discretionary mandates that emphasize equity exposure and tactical use of alternative sleeves for diversification and risk management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices