# Lake Avenue Financial

Lake Avenue Financial is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** lakeavefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/wealthtech-alliance

## Regulatory record

- **Reports private funds:** No

## About

Lake Avenue Financial is a registered investment advisor based in Pasadena, California. The firm is organized to deliver fiduciary wealth management services, including financial planning, estate planning, and discretionary portfolio management. The practice serves a client base that includes individuals, high-net-worth families, trusts, and corporate entities. The firm's investment posture centers on constructing customized portfolios, though specific asset-class allocations, direct investment capabilities, or external fund relationships are not publicly detailed. The firm's scale and team composition are not publicly documented. No additional office locations, philanthropic vehicles, or affiliated operating companies have been disclosed in public filings. Its structural differentiator is the local, fiduciary posture typical of Southern California wealth advisory practices — serving closely held relationships for families and trusts without the multi-family office aggregation or alternatives platform of larger registered investment advisors.

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- [Wealthstream Advisors](https://altss.com/profile/wealthstream-advisors)
- [WealthTrust Arizona](https://altss.com/profile/wealthtrust-arizona)

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Last updated: 2026-08-11T02:43:31.692Z

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