{
  "crd_number": 292520,
  "slug": "lake-life-wealth-advisory-group-292520",
  "primary_business_name": "LAKE LIFE WEALTH ADVISORY GROUP",
  "legal_name": "LAKE LIFE WEALTH ADVISORY GROUP LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-02-07",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 4
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://facebook.com/LakeLifeWealthAdvisory",
    "https://lakelifewealthadvisorygroup.com",
    "https://linkedin.com/company/27660523/admin/updates"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292520",
  "listing_state": "IL",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/lake-life-wealth-advisory-group-292520",
  "display_name": "Lake Life Wealth Advisory Group",
  "summary": "Lake Life Wealth Advisory Group is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Lake Life Wealth Advisory Group (CRD 292520): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lake Life Wealth Advisory Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lake Life Wealth Advisory Group reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Lake Life Wealth Advisory Group registered with the SEC or a state?",
      "a": "Lake Life Wealth Advisory Group is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292520."
    },
    {
      "q": "What types of clients does Lake Life Wealth Advisory Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (1)."
    },
    {
      "q": "Does Lake Life Wealth Advisory Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292520"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lake-life-wealth-advisory-group-292520.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292520",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}