CRD: 161365
Fresh Lake Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2012
- Office Locations
- 1
Office Locations
About Fresh Lake Wealth Management LLC
Fresh Lake Wealth Management is a Boynton Beach, FL RIA led by CEO/CIO Anthony Azrak. The firm provides financial consulting and portfolio construction for retail clients, with portfolios emphasizing ETF-based equity exposure alongside a meaningful U.S. Treasury bond anchor and opportunistic themes in innovative tech, renewables, and select crypto (bitcoin/ethereum). Azrak brings 40+ years of trading and merger-arbitrage experience.
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Investment Themes
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Owner & Executives
ANTHONY AZRAK
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #1425619
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $858,000 | -- |
| Non-Discretionary | $2,200 | -- |
| Total | $860,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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