Lashley Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 328154
- Registered since
- September 29, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.22%
- Individuals13.81%
- Charitable Organizations2.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lashley Wealth Management is an individually owned corporate advisory firm that provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional clients on its roster. The firm charges fees as a percentage of assets under management and emphasizes traditional portfolio management rather than ESG-driven or pension consulting services. It is state-registered in Colorado, Florida, Kansas and Missouri and does not operate as a capital allocator to third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
, null
Location
, null
Headquartered in , null.
- Office locations
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