Lashley Wealth Management
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 328154
- Registered since
- September 29, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.48%
- Individuals12.44%
- Charitable Organizations3.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lashley Wealth Management is a corporation, SEC-registered in 2023 and owned by an individual. The firm advises both individual and family clients as well as institutional clients, with advisory services focused on portfolio management for individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee. The firm does not report active ESG investing and is not identified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds43%
- Exchange Traded Equities26%
- US Government Bonds22%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Jeffrey Lashley
Managing PrincipalCRD 2401031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1990 Main St
- Time zone
- ET (UTC-5)
- Office locations
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