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LAKESHORE WEALTH MANAGEMENT LLC
CRD 331324
9613 LAKE SHORE DRIVE, LAKE LOTAWANA, MO, 64086, United States
Phone
(816) 477-5253
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$77.0M
Discretionary AUM
$77.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $45.4M |
| High net worth individuals | 35 | $31.5M |
| Charitable organizations | 1 | $83K |
All web addresses on file
Official SEC filing: View on IAPD