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LAKELAND WEALTH MANAGEMENT LLC
CRD 173831
1707 KIRBY PARKWAY, SUITE 100, MEMPHIS, TN, 38120, United States
Phone
901-347-2725
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $13.0M |
| High net worth individuals | 31 | $22.1M |
| Corporations/business entities | 3 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD