# Lake Water Advisory

Lake Water Advisory is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://lakewateradvisory.com

## Regulatory record

- **CRD number:** 327854
- **SEC file number:** 801-128886
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327854

## About

LAKE WATER ADVISORY, LLC is an SEC-registered investment adviser with $83 million in regulatory assets under management. The firm manages $59 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Real Estate

## Questions

### What asset classes does Lake Water Advisory invest in?

The only asset class publicly associated with Lake Water Advisory is real estate. The firm has not disclosed whether it engages in direct property acquisition, development, real estate debt, or fund investments. No specific portfolio properties have been attributed to the office.

## Related profiles

- [Tailored Financial Planning](https://altss.com/profile/tailored-financial-planning)

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Last updated: 2026-07-06T01:24:19.979Z

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