Lakemont Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakemont Wealth Management LLC serves individual and high‑net‑worth individual clients, providing ongoing discretionary portfolio management and complementary financial planning tailored to each client’s goals, time horizon, and risk tolerance. The firm reports approximately $1.68 million in discretionary assets under management and documents client objectives in an Investment Policy Statement to guide portfolio decisions.
The firm’s investment process is grounded in modern portfolio theory and uses diversified allocations across mutual funds, ETFs, equities, fixed income, real estate funds/REITs, and insurance products; portfolio decisions are made under discretionary authority with at least quarterly reviews. Lakemont Wealth pursues primarily long‑term strategies but also discloses the use of options trading (including covered and uncovered positions and spreads), a higher‑risk approach highlighted in its brochure.
Notably, the firm is affiliated with an accounting practice: the principal is an accountant and co‑owner of an affiliated tax planning and compliance firm and devotes roughly ten hours per week to that activity, a relationship the brochure discloses as a potential conflict while stating clients are not required to use those services.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.85% annually $2,000,001+: 0.35% annually
Main office
Bellevue WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Lakemont Wealth · Lakemont Wealth Management · Lakemont Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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