LP Profile

Lake Avenue Financial

Also known as lake avenue financial

Wealth ManagerPasadena, United StatesFounded 2021
Pasadena
Headquarters
Investment Focus

About Lake Avenue Financial

Lake Avenue Financial is a wealth manager based in Pasadena, US. Founded in 2021.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lake Avenue Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$154.7M
Total Clients
731
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Lake Avenue Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Lake Avenue Financial?

Lake Avenue Financial is a wealth manager based in Pasadena, United States.

Where is Lake Avenue Financial headquartered?

Lake Avenue Financial is headquartered in Pasadena, United States.

When was Lake Avenue Financial founded?

Lake Avenue Financial was founded in 2021.

How can I contact Lake Avenue Financial?

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