AdvisorCensus / Financial advisors / Florida / North Port / Lashley Wealth Management
Lashley Wealth Management
Filed as LASHLEY WEALTH MANAGEMENT · Legal name Lashley Wealth Management Inc.
Lashley Wealth Management is a state-registered investment advisory firm in Sarasota, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.
Quick answers
From the filingHow is Lashley Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Lashley Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Lashley Wealth Management located?
Lashley Wealth Management's principal office is in Sarasota, FL, according to its Form ADV.
Is Lashley Wealth Management registered with the SEC or a state?
Lashley Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328154.
How much does Lashley Wealth Management manage?
Lashley Wealth Management reports $80,024,992 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).
How have Lashley Wealth Management's assets and staff changed since 2023?
In the Form ADV data for Lashley Wealth Management: Regulatory assets under management: $0 in the October 2023 data and $80,024,992 in the October 2026 data. Total employees: 1 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lashley Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (19); charitable organizations (1).
Does Lashley Wealth Management 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/328154
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$80,024,992 as of October 2026, filing dated August 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Lashley Wealth Management Inc.
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $80,024,992 | 3 | August 14, 2026 |
| October 2023 | $0 | 1 | September 1, 2023 |
Regulatory assets under management: $0 in the October 2023 data and $80,024,992 in the October 2026 data.
Total employees: 1 in October 2023 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lashley Wealth Management (CRD 328154): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154