RIA Intel›Advisers›Missouri›LAKESHORE WEALTH MANAGEMENT LLC

LAKESHORE WEALTH MANAGEMENT LLC

Advisory

LAKE LOTAWANA, MO

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in MO
#290
of 342 advisers by AUM
Average account
$93K
across 825 accounts
AUM per adviser
$26M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM
$77M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients408
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

STRATEGIC INVESTMENT ADVISORS, LTD.
CAPE GIRARDEAU, MO
$77M
-16.6% 1Y
ASSET PLANNERS, INC.
CLAYTON, MO
$78M
MIDWEST INVESTMENT ADVISORS, LLC
FENTON, MO
$78M
KB INVESTMENT ADVISORS, LLC
ST. LOUIS, MO
$75M
+4.3% 1Y
PROPARTNERS WEALTH LLC
COLUMBIA, MO
$74M
PENSION ADMINISTRATORS & CONSULTANTS INC
CHESTERFIELD, MO
$80M
-4.7% 1Y

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