# Lashley Wealth Management

> 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.

- CRD: 328154
- Filed as: LASHLEY WEALTH MANAGEMENT
- Legal name: Lashley Wealth Management Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328154
- AdvisorCensus page: https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $80,024,992
- Discretionary: $80,024,992
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $11,055,209 |
| High net worth individuals | 34 | $66,598,460 |
| Charitable organizations | 1 | $2,371,323 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lashleywealthmanagement.com
- LinkedIn @jeffrey-lashley-554817154

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | September 1, 2023 |
| October 2026 | $80,024,992 | 3 | August 14, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lashley Wealth Management (CRD 328154): Form ADV filing data as of October 2026.