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LAKESHORE ADVISORS
LAKESHORE WEALTH ADVISORS LLC
CRD 329497
238 N. PARK AVENUE, WINTER PARK, FL, 32789, United States
Phone
321-464-5122
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.8M
Discretionary AUM
$70.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $51.3M |
| High net worth individuals | 80 | $28.8M |
| Corporations/business entities | 2 | $594K |
All web addresses on file
Official SEC filing: View on IAPD