Overview
Assets Under Management: $62 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 24
Average Client Assets: $2.6 million
Frequently Asked Questions
LASHLEY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328154), LASHLEY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LASHLEY WEALTH MANAGEMENT is headquartered in SARASOTA, FL.
LASHLEY WEALTH MANAGEMENT serves 24 high-net-worth clients according to their SEC filing dated July 12, 2024. View client details ↓
According to their SEC Form ADV, LASHLEY WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
LASHLEY WEALTH MANAGEMENT manages $62 million in client assets according to their SEC filing dated July 12, 2024.
According to their SEC Form ADV, LASHLEY WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.6 million
Total Client Accounts: 125
Discretionary Accounts: 125
Regulatory Filings
CRD Number: 328154
Filing ID: 1888964
Last Filing Date: 2024-07-12 14:57:00