Fresh Lake Wealth Management LLC

Overview

Fresh Lake Wealth Management LLC is a small, client-focused advisory practice that concentrates on discretionary portfolio management for individuals and families, and offers other financial product sales. The firm charges clients on a percentage-of-assets-under-management basis and primarily serves individual and family clients rather than institutional plans. Fresh Lake is not an active ESG investor and does not present itself as a multi-state or pension consultant advisor; it operates with an individual-owner structure and a single-office footprint. Investment activity is centered on public equities, with the firm showing a clear preference for exchange-traded securities as the primary vehicle for client exposure to equities. The advisory mandate is tilted toward straightforward equity allocation rather than extensive use of outsourced alternatives or complex multi-manager structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices