# Lakeland Wealth Management LLC

> 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.

- CRD: 173831
- Filed as: LAKELAND WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173831
- AdvisorCensus page: https://advisorcensus.com/firm/lakeland-wealth-management-llc-memphis-tn-173831

## Quick answers

**How is Lakeland Wealth Management LLC compensated?**
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.

**Where is Lakeland Wealth Management LLC located?**
Lakeland Wealth Management LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Lakeland Wealth Management LLC registered with the SEC or a state?**
Lakeland Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173831.

**How much does Lakeland Wealth Management LLC manage?**
Lakeland Wealth Management LLC reports $36,367,667 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Lakeland Wealth Management LLC serve?**
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).

**Does Lakeland Wealth Management LLC 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/173831

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $36,367,667
- Discretionary: $36,367,667
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $13,033,008 |
| High net worth individuals | 31 | $22,093,783 |
| Corporations or other businesses not listed above | 3 | $1,240,876 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interactiveadvisors.com/lakeland-wealth-management
- lakelandwealth.com
- Facebook @LAKELANDWEALTH
- LinkedIn @sreeni-meka-cfa-cfp-3573558

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeland Wealth Management LLC (CRD 173831): Form ADV filing data as of October 2026.