Lakestone Wealth Management

Overview

Lakestone Wealth Management is a newly formed corporate advisory firm that registered with the SEC in 2026. The firm is individually owned and positions itself as a capital allocator serving private clients through a mix of advisory services. Its stated fee model combines asset‑based fees and fixed fees. Service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers—indicating the firm plans to manage client assets directly while also sourcing external managers when appropriate. Lakestone does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Location & Offices