Lakemont Wealth
Firm details
- Headquarters
- ,
- CRD number
- 338421
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.03%
- Individuals2.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lakemont Wealth operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and provides financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee model is a percentage of assets under management. Lakemont Wealth does not act as a capital allocator or related adviser, is not a multistate adviser, and is not identified as an active ESG investor. The firm lists an accounting professional as an industry affiliation.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Exchange Traded Equities19%
- Cash & Cash Equivalents17%
- Other3%
Owners & executives
1 of 1
Christopher Pfau
CEOCRD 8155866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations