{
  "crd_number": 173831,
  "slug": "lakeland-wealth-management-llc-memphis-tn-173831",
  "primary_business_name": "LAKELAND WEALTH MANAGEMENT LLC",
  "legal_name": "LAKELAND WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2015-02-04",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 36367667.0,
  "raum_discretionary": 36367667.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 13033008.0,
      "count": 49
    },
    "high_net_worth_individuals": {
      "raum": 22093783.0,
      "count": 31
    },
    "corporations_other_businesses": {
      "raum": 1240876.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/LAKELANDWEALTH",
    "https://interactiveadvisors.com/lakeland-wealth-management",
    "https://lakelandwealth.com",
    "https://linkedin.com/in/sreeni-meka-cfa-cfp-3573558"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173831",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/lakeland-wealth-management-llc-memphis-tn-173831",
  "display_name": "Lakeland Wealth Management LLC",
  "summary": "Lakeland Wealth Management LLC is a state-registered investment advisory firm in Memphis, TN, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Lakeland Wealth Management LLC (CRD 173831): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lakeland Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lakeland Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lakeland Wealth Management LLC located?",
      "a": "Lakeland Wealth Management LLC's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Lakeland Wealth Management LLC registered with the SEC or a state?",
      "a": "Lakeland Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173831."
    },
    {
      "q": "How much does Lakeland Wealth Management LLC manage?",
      "a": "Lakeland Wealth Management LLC reports $36,367,667 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Lakeland Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (31); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Does Lakeland Wealth Management LLC 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/173831"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lakeland-wealth-management-llc-memphis-tn-173831.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 13033008.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 22093783.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1240876.0
    }
  ],
  "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/173831",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}