# Lakeside Planning

Lakeside Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lakesideplanning.com

## Regulatory record

- **CRD number:** 311120
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311120

## About

Lakeside Planning provides financial and life planning for high-achieving millennials. They help clients align their money with their life's purpose and build a plan for wealth by managing taxes, investments, and life decisions. Services include tax preparation, investment management, and acting as a thought partner.

## Sectors

- High-achieving millennials

## People

- Andrew

## Questions

### Who runs investment decisions at Lakeside Planning?

No named investment professionals or principals have been identified for Lakeside Planning in any public source or regulatory filing. The firm does not list a team on any accessible platform.

### What investment stages does Lakeside Planning typically target?

No investment strategy or stage preference has been disclosed by Lakeside Planning. The firm's mandate is not described in any public record.

### Does Lakeside Planning register with the SEC?

As of mid-2026, Lakeside Planning does not appear in the SEC's Investment Adviser Public Disclosure database. State-level registration status is also unconfirmed.

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- [Ridgebrooke Capital Management](https://altss.com/profile/ridgebrooke-capital-management-llc)
- [SHEHU ASSET MANAGEMENT, LLC](https://altss.com/profile/shehu-asset-management-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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