$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 02-04-2015
- Office Locations
- 1
Office Locations
1707 Kirby Parkway Suite 100 Memphis TN
About Lakeland Wealth Management LLC
Lakeland Wealth Management LLC is a Memphis-based RIA. The firm has been operating for 11 years. Managing $36.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$438.2K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pioneer ridge Meridian north
Client Personas
Peak
Investment Themes
Eagle timber
Investment Vehicles
Radial north
Services
Ember glacier Glacier Crest pioneer Eagle beacon
Technology
Quantum bridge
Owner & Executives
SREENIVAS MEKA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6433808
- Ownership
- 75% or more
(349) 796-9973
capital.pioneer@fusioncapital.com
in linkedin.com/in/value-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,367,667 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,367,667 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,367,667
Equity - Exchange:
34.8% Corporate - Investment Grade:
12.9% U.S. Government/Agency:
18.8% Cash:
22.1% Derivatives:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,607,401,221 | 34.8% |
| Corporate - Investment Grade | $595,847,004 | 12.9% |
| U.S. Government/Agency | $868,366,177 | 18.8% |
| Cash | $1,020,792,155 | 22.1% |
| Derivatives | $526,562,468 | 11.4% |
| Total | $4,618,969,025 | 100.0% |