Lakeland Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,126,791
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
80
39% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$439,085
About
Lakeland Wealth Management LLC is an independent, single-advisor investment adviser that provides discretionary portfolio management and fee-based financial planning to individual investors (including high‑net‑worth clients) and corporate/business clients. The firm also sponsors and serves as general partner for a private investment fund (Clouds Rest Partners, L.P.) and offers public educational seminars and workshops.
The firm’s portfolio process relies on fundamental analysis and documented investment policy statements that align investment selection, asset allocation and monitoring with client goals and risk tolerance, and it provides periodic account reviews. The private fund seeks absolute returns by investing in U.S. and developed foreign markets (e.g., Canada, Western Europe and Japan) and may employ margin, options and short sales; the Fund charges performance‑based fees subject to a high‑watermark for qualified investors.
Distinctive attributes include acting as a private fund sponsor and adviser and managing pooled vehicles while remaining a small, solo practitioner firm, alongside the active use of derivatives and leverage in the Fund’s strategy. The brochure discloses controls to address custody and conflict‑of‑interest risks—use of qualified custodians, independent approval for Fund withdrawals, annual audits—and notes third‑party licensing and platform compensation arrangements plus educational programming.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
General estate planning guidance
Fee options
$0 - $500,000: 1.50% annually $500,001 - $2,000,000: 1.25% annually $2,000,001 - $10,000,000: 1.00% annually $10,000,001+: Negotiable
Performance fee of 20% on new profits with high watermark for Fund limited partners
Account minimum: $150,000 Fee-only: Negotiable fixed fee of $1,000 for financial planning
Main office location
Lakeland Wealth Management LLC
1707 Kirby Parkway, Suite 100
Memphis TN 38120, United States
Number of offices
2
Most active in
Lakeland Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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