Multi-Family OfficeRIA · CRD 306464

Updated:

Lake Effect Wealth LLC

LAKE EFFECT WEALTH LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $17 million on a...

Lake Effect Wealth LLC

LAKE EFFECT WEALTH LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is Lake Effect Wealth LLC?

Lake Effect Wealth LLC is a multi family office tracked on Altss.

What does Altss track for Lake Effect Wealth LLC?

Altss maintains an OSINT-verified profile of Lake Effect Wealth LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Lake Effect Wealth LLC?

Lake Effect Wealth LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Lake Effect Wealth LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Lake Effect Wealth LLC's Altss profile last updated?

Lake Effect Wealth LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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