RIA Intel›Advisers›Washington›LAKEMONT WEALTH MANAGEMENT LLC

LAKEMONT WEALTH MANAGEMENT LLC

Advisory

WA

Data as of Aug 17, 2026 · Source: SEC Form ADV

Average account

$337K

across 5 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

YAMASAKI, DENNIS K

$2M

CREATIVE RETIREMENT PLANNING, INC.

$2M

KIRWIN FINANCIAL LLC

$2M

CARLSON FINANCIAL ADVISORY, LLC

LIBERTY LAKE, WA

$2M

KAVOUT ALGO FINANCIAL LLC

$2M

HILTY WEALTH MANAGEMENT LLC

$2M

Get the full picture on LAKEMONT WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAKEMONT WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans