Lashley Wealth Management
Lashley Wealth Management is an SEC-registered wealth manager with $61.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lashley Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328154, data through 2024-07-12.
- AUM (assets under management / regulatory AUM)
- $61.8M (2024-07-12)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 24
- CRD
- 328154
- Ownership
- LASHLEY, JEFFREY, R
How much AUM does Lashley Wealth Management have?
Lashley Wealth Management reported $61.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-07-12).
Who owns Lashley Wealth Management?
Disclosed owners and executives of Lashley Wealth Management include LASHLEY, JEFFREY, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.