L
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
-- Lakewood NJ
About Lakewealth Capital, Llc.
Lakewealth Capital, Llc. is a Lakewood-based RIA. The firm has been operating for 7 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$135.5K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
C
Chaim N. Gewirtz
Managing Member
- CRD
- #7009515
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,316,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,316,428 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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