L
CRD: 328154
Lashley Wealth Management
$77.1M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Vertex oakElement +more
- Established Date
- 10-17-2023
- Office Locations
- 1
Office Locations
1990 Main Street Suite 750 Sarasota FL
About Lashley Wealth Management
Lashley Wealth Management is a Sarasota-based RIA. The firm has been operating for 2 years. Managing $77.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Business Succession, Estate Planning, Insurance.
Team overview
-- AVG AGE
$77.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Unlock to compare peer behavior around delta foundation.
Upgrade to reveal position-level detail across catalyst signal.
Open the full profile to inspect shifts in summit eagle.
Unlock to compare peer behavior around optima wave.
Open the full profile to inspect shifts in element atlas.
Open the full profile to inspect shifts in peak delta.
Unlock to compare peer behavior around pathway ridge.
Upgrade to reveal position-level detail across vertex catalyst.
Asset Classes
Unison glacier Meridian element
Client Personas
Signal vector Bridge
Custodian
Unison Radial Vital Pioneer Optima horizon Catalyst ridge Legacy
Investment Themes
Bridge Pioneer Oak harbor
Investment Vehicles
Alpha fusion Timber
Services
Atlas quantum North legacy Beacon Alpha ridge Pathway Value
Technology
Harbor Element element Momentum oak
Owner & Executives
JEFFREY R LASHLEY
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2401031
- Ownership
- 75% or more
(667) 791-1146
focus.wave@matrixcapital.com
in linkedin.com/in/element-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,099,369 | $494,245 |
| Non-Discretionary | $0 | -- |
| Total | $77,099,369 | $494,245 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $77,099,369
Public Funds:
45.7% Equity - Exchange:
19.3% U.S. Government/Agency:
21.6% Cash:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,263,438,002 | 45.7% |
| Equity - Exchange | $955,893,948 | 19.3% |
| U.S. Government/Agency | $1,069,808,771 | 21.6% |
| Cash | $663,677,664 | 13.4% |
| Total | $4,952,818,385 | 100.0% |