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
https://www.linkedin.com/company/lakewealth
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Lakewealth Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chaim Gewirtz, financial advisor Lakewood NJ
Chaim N. Gewirtz
CRD#: 7009515
Lakewood, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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