CRD: 331324
Lakeshore Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-2024
- Office Locations
- 1
Office Locations
About Lakeshore Wealth Management LLC
Lakeshore Wealth Management is a Missouri-registered RIA providing simple, holistic retirement-focused financial planning and investment management for individuals and families. The team builds portfolios primarily with public funds and ETFs, tailoring asset allocation to clients’ goals over time. Clients can access accounts through Schwab (via GeoWealth) or Altruist portals.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 408 clients, or 136 clients per representative. That equates to $188.7K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lakeshore Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Lakeshore Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN A DOLD
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5746274
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jessy Jordyn Stoecklein
Director of Client Services
- CRD
- #7233851
STEVEN PAUL STRADER
Senior Financial Advisor
- CRD
- #4681307
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,994,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,994,842 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lakeshore Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing