# Lakewealth Capital, LLC.

> Lakewealth Capital, LLC. is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 298463
- Filed as: LAKEWEALTH CAPITAL, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298463
- AdvisorCensus page: https://advisorcensus.com/firm/lakewealth-capital-llc-298463

## Quick answers

**How is Lakewealth Capital, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Lakewealth Capital, LLC. reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lakewealth Capital, LLC. registered with the SEC or a state?**
Lakewealth Capital, LLC. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298463.

**How much does Lakewealth Capital, LLC. manage?**
Lakewealth Capital, LLC. reports $7,316,428 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Lakewealth Capital, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (12).

**Does Lakewealth Capital, 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/298463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $7,316,428
- Discretionary: $7,316,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $3,067,689 |
| High net worth individuals | 12 | $2,005,195 |
| Charitable organizations | Fewer than 5 | $2,243,544 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @lakewealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakewealth Capital, LLC. (CRD 298463): Form ADV filing data as of October 2026.