RIA Intel›Advisers›Florida›FRESH LAKE WEALTH MANAGEMENT LLC

FRESH LAKE WEALTH MANAGEMENT LLC

Advisory

FL

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,519

of 2,610 advisers by AUM

Average account

$123K

across 7 accounts

AUM per adviser

$860K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$860K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$860K

Discretionary AUM$858K

Non-Discretionary AUM$2K

Discretionary %99.7%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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