RIA Intel›Advisers›Florida›LAKESHORE WEALTH ADVISORS LLC

LAKESHORE WEALTH ADVISORS LLC

Advisory

WINTER PARK, FL

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in FL

#1,407

of 2,610 advisers by AUM

Average account

$231K

across 350 accounts

AUM per adviser

$81M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$81M

Discretionary AUM$71M

Non-Discretionary AUM$10M

Discretionary %87.3%

Total Clients103

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC

Succession Risk

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

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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

103 clients

80 high-net-worth

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

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

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AVENUES WEALTH, LLC

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