RIA Intel›Advisers›Pennsylvania›LAKEWOOD FINANCIAL GROUP, LLC

LAKEWOOD FINANCIAL GROUP, LLC

Advisory

PA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in PA

#916

of 1,528 advisers by AUM

Average account

$699K

across 116 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

37 clients

24 high-net-worth

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

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