{
  "crd_number": 328154,
  "slug": "lashley-wealth-management-sarasota-fl-328154",
  "primary_business_name": "LASHLEY WEALTH MANAGEMENT",
  "legal_name": "LASHLEY WEALTH MANAGEMENT INC.",
  "dbas": [],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-07-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 80024992.0,
  "raum_discretionary": 80024992.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2371323.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 11055209.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 66598460.0,
      "count": 34
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "KS",
    "MO"
  ],
  "websites": [
    "https://lashleywealthmanagement.com",
    "https://linkedin.com/in/jeffrey-lashley-554817154"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328154",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154",
  "display_name": "Lashley Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Lashley Wealth Management (CRD 328154): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lashley Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lashley Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Lashley Wealth Management located?",
      "a": "Lashley Wealth Management's principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is Lashley Wealth Management registered with the SEC or a state?",
      "a": "Lashley Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328154."
    },
    {
      "q": "How much does Lashley Wealth Management manage?",
      "a": "Lashley Wealth Management reports $80,024,992 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lashley Wealth Management's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Lashley Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Does Lashley Wealth Management 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/328154"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2023-09-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 80024992.0,
      "total_employees": 3,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 11055209.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 66598460.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2371323.0
    }
  ],
  "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/328154",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}