A complete list of active advisors currently associated with Lake Avenue Financial LLC
Warmer can help you find a great advisor at Lake Avenue Financial LLC or one who fits your needs even better.
Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third‑party advisers for individuals, trusts, estates, charitable organizations and brokerage customers, and also offers a subscription education and coaching product called Lake Avenue Academy with two tiers (Academy and Blueprint). The firm’s brochure also discloses a Financial Institution Consulting Services line that provides investment consulting to broker/dealers’ customers and other financial institution–related clients. Investment advice is tailored to individual objectives and implemented through both traditional discretionary management and a web‑based program (the “Altruist Program”) that uses Lake Avenue Financial model portfolios and automated rebalancing. The firm describes a multi‑method research approach (fundamental, technical, cyclical and charting) and discloses use of a range of instruments and strategies in managed accounts, including options, structured notes, direct indexing, and the possibility of securities‑backed lines of credit (SBLOCs). Compared with many peers, Lake Avenue documents a specific role working with broker‑dealer and financial institution clients and highlights operational arrangements tied to third‑party platforms (e.g., participation in Altruist’s Model Marketplace and related referral/match programs). The brochure also notes the firm previously referenced a wrap fee program (removed in its March 23, 2026 material changes filing) and provides detailed disclosures about the use and risks of derivatives, SBLOCs, direct indexing, and other non‑standard strategies in client accounts.
To learn more about the advisors currently working at Lake Avenue Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Lake Avenue Financial LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 28
| |
Shoreline, WA
| 13
| |
Pasadena, CA
| 1
| |
Bellevue, WA
| 19
|
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