Lakewealth Capital, LLC
Lakewealth Capital, LLC (CRD# 298463) is a financial advisory firm headquartered in , . They manage $4,120,553 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakewealth Capital, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$66,461
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Lakewealth Capital, LLC
1
Chaim Gewirtz (CRD# 7009515) is an Investment Advisor Representative working at Lakewealth Capital, LLC in Lakewood, NJ and has over 5 years of experience in the finance industry.
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