A complete list of active advisors currently associated with Lakeland Wealth Management LLC

Warmer can help you find a great advisor at Lakeland Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lakeland Wealth Management 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.