# Lakeside Advisors

Lakeside Advisors is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** www.lakesideadvisors.com

## Regulatory record

- **CRD number:** 104540
- **SEC file number:** 801-21230
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104540

## About

Lakeside Advisors is an SEC-registered investment adviser in Seattle, WA, registered since 1984. The firm manages $412 million in assets, $401 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Questions

### Does Lakeside Advisors manage proprietary fund vehicles or only advise on third-party allocations?

The firm does not publicly sponsor its own pooled investment vehicles. Its model centers on constructing diversified portfolios of external managers across public and private markets, with direct co-investment evaluated on a case-by-case basis when client mandates permit. The absence of proprietary funds reduces the conflict of interest present in product-manufacturing wealth management platforms.

### How does Lakeside Advisors integrate tax and estate planning with investment management?

Unlike a traditional advisory practice where investment, tax, and legal functions are outsourced to separate firms, Lakeside Advisors coordinates these disciplines under a single advisory roof. This integrated approach addresses the sequencing risk that arises when a portfolio manager rebalances without considering an estate plan's liquidity demands or a CPA's year-end tax-loss harvesting targets. The structure is a form of quarantined family-office discipline applied to a commercial wealth management practice.

## Related profiles

- [Lakeshore Financial Planning](https://altss.com/profile/lakeshore-financial-planning)
- [Lakeview Memorial Hospital Association Employees' Pension Plan](https://altss.com/profile/lakeview-memorial-hospital-association-employees-pension-plan)

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Last updated: 2026-06-03T20:00:00.000Z

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