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- Custodian
- Altruist · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2021
- Office Locations
- 5
Office Locations
About Lake Avenue Financial LLC
Lake Avenue Financial is a Pasadena, CA-based financial planning and portfolio management firm serving individuals and families seeking clearer, less stressful money decisions. The team emphasizes education and a goals- and values-aligned planning process, including retirement and estate-planning support. Family-owned and led by Alex and Rosa Chalekian, with custody options including Altruist and Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 12, 2025 and March 23, 2026, reported AUM increased 12.2%, from $137.9M to $154.7M.
Across 5 reported observations, AUM increased 44.0% between September 9, 2022 and March 23, 2026, from $107.4M to $154.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 300 clients, or 100 clients per representative. That equates to $515.7K in reported AUM per client.
The profile lists 5 reported office locations and 5 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lake Avenue Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEX BEDO CHALEKIAN
FOUNDER & CEO
- CRD
- #2956935
- Ownership
- 75% or more
ROSA ICELA CHALEKIAN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
TRACI LYNN KAAS
--
- CRD
- #5640507
JASON ROBERT SIKMA
--
- CRD
- #5970951
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,709,844 | $211,641 |
| Non-Discretionary | $0 | -- |
| Total | $154,709,844 | $211,641 |
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Separately Managed Accounts
SMA allocation detail is available
Lake Avenue Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.