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LASHLEY WEALTH MANAGEMENT
LASHLEY WEALTH MANAGEMENT INC.
CRD 328154 · SEC 801-128825
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
913 338-2400
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$77.1M
Discretionary AUM
$77.1M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $9.6M |
| High net worth individuals | 34 | $65.1M |
| Charitable organizations | 1 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD