L
Lakemont Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Lakemont Wealth Management LLC is a recently formed registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high‑net‑worth clients, generally advising on mutual funds, equities, fixed income, ETFs, real estate funds, annuities and certain options strategies. The firm reported $0 in discretionary and non‑discretionary assets under management and no client accounts as of September 2025.
The firm states it uses Modern Portfolio Theory and documents client objectives and risk tolerance in an Investment Policy Statement, generally requiring discretionary authority to implement investment decisions. Investment strategies include long‑term trading and options (including covered, uncovered and spread strategies), with financial planning services addressing taxes, retirement, college, insurance and debt/credit matters.
Distinctive operational details disclosed in the brochure include an affiliation with an accounting practice that provides tax planning and compliance—the firm’s principal devotes about 10 hours per week to that activity and also reports employment as a Senior Analyst with GAO at roughly 40 hours per week—an arrangement the brochure identifies as a potential conflict of interest. The firm also requires clients to use a specific custodian (Altruist), does not aggregate block trades for multiple client accounts, and reports receiving no soft‑dollar benefits, all of which are atypical for many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Annuities
Fee options
$0 - $2,000,000: 0.85% $2,000,001+: 0.35%
Main office location
Lakemont Wealth
Bellevue WA, United States
Number of offices
1
Most active in
Lakemont Wealth has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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