# Lake Life Wealth Advisory Group

> 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.

- CRD: 292520
- Filed as: LAKE LIFE WEALTH ADVISORY GROUP
- Legal name: Lake Life Wealth Advisory Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292520
- AdvisorCensus page: https://advisorcensus.com/firm/lake-life-wealth-advisory-group-292520

## Quick answers

**How is Lake Life Wealth Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Lake Life Wealth Advisory Group reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Lake Life Wealth Advisory Group registered with the SEC or a state?**
Lake Life Wealth Advisory Group is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292520.

**What types of clients does Lake Life Wealth Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (1).

**Does Lake Life Wealth Advisory Group report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $0 |
| High net worth individuals | 1 | $0 |
| Banking or thrift institutions | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakelifewealthadvisorygroup.com
- Facebook @LakeLifeWealthAdvisory
- LinkedIn @27660523

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lake Life Wealth Advisory Group (CRD 292520): Form ADV filing data as of October 2026.