# Lakeshore Wealth Management

Lakeshore Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jon-dold-347bb950

## Regulatory record

- **CRD number:** 331324
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331324

## About

LAKESHORE WEALTH MANAGEMENT LLC is a state-registered investment adviser in LAKE LOTAWANA, MO. The firm manages $77 million in assets. It has 3 employees and 3 investment advisers.

## Related profiles

- [Transition Family Wealth](https://altss.com/profile/transition-family-wealth)

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

Canonical page: https://altss.com/profile/lakeshore-wealth-management-llc

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