Investment adviser · CRD 328154
LASHLEY WEALTH MANAGEMENT
Investment adviser filing (IA)
LASHLEY WEALTH MANAGEMENT INC.
SARASOTA, FL, United States · Form ADV filed Jul 12, 2024
- Regulatory AUM
- $61.8M Form ADV · Item 5.F
- Client accounts
- 125 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $61,780,646 | 100.0% |
Filing source
Form ADV 1888964 · Jul 12, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 12, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1990 MAIN STREET, SUITE 750SARASOTA, FL, 34236, United States
CRD 328154
Filing source
Form ADV 1888964 · Jul 12, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.