L
$27.0M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Frontier insight
- Established Date
- 08-14-2009
- Office Locations
- 1
Office Locations
-- Katy TX
About Lakes Wealth Advisory, LLC
Lakes Wealth Advisory, LLC is a Katy-based RIA. The firm has been operating for 16 years. Managing $27.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
44 AVG AGE
$27.0M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Signal vector
Client Personas
Catalyst foundation
Investment Themes
Glacier atlas
Investment Vehicles
Crest
Services
Vertex prime Prime oak Pathway Crest Bridge bridge Alpha zenith
Technology
Glacier value
Owner & Executives
BENJAMIN CHARLES SIMISKEY
Founder, Manager, Owner
- CRD
- #5231027
- Ownership
- 75% or more
(870) 764-8894
harbor.alpha@eaglecapital.com
in linkedin.com/in/capital-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,825,376 | -- |
| Non-Discretionary | $167,179 | -- |
| Total | $26,992,555 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,992,555
Public Funds:
16.9% Cash:
42.3% Equity - Exchange:
23.9% Municipal Bonds:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $939,519,859 | 16.9% |
| Cash | $2,351,579,291 | 42.3% |
| Equity - Exchange | $1,328,670,096 | 23.9% |
| Municipal Bonds | $939,519,859 | 16.9% |
| Total | $5,559,289,105 | 100.0% |