Updated:
Lakeland Wealth Management LLC
Lakeland Wealth Management LLC is a fee-based registered investment advisory firm located in Memphis, TN. The firm provides comprehensive money management...
Overview
Lakeland Wealth Management LLC is a fee-based registered investment advisory firm located in Memphis, TN. The firm provides comprehensive money management and financial planning services to families, institutions, and high-net-worth individuals, with a focus on fundamental value analysis and customized portfolio strategies aligned with each client's goals, risk tolerance, and time horizon.
General information
Firm type
Multi Family Office
Location
City
Memphis
Principals
Sreeni Meka
Managing Member and Investment Advisor
Frequently asked questions
What types of investment services does Lakeland Wealth Management LLC offer?
The firm provides comprehensive wealth management services including financial planning, investment management, and estate planning. Its investment approach covers equities, fixed income, and alternative investments, though specific allocations are not publicly disclosed. The firm does not appear to engage in direct private equity or venture capital investing based on available public information.
Does Lakeland Wealth Management LLC disclose its AUM?
No, the firm does not publicly disclose its assets under management. Its AUM remains undisclosed in all public sources, including SEC filings and the firm's own marketing materials. This opacity is common among smaller RIAs that are not required to publish specific figures beyond regulatory thresholds.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Lakeland Wealth Management LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.