A complete list of active advisors currently associated with Lakemont Wealth

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

Lakemont Wealth Management LLC is a recently formed registered investment adviser that provides discretionary portfolio management and financial planning to individuals and high‑net‑worth clients, generally advising on mutual funds, equities, fixed income, ETFs, real estate funds, annuities and certain options strategies. The firm reported $0 in discretionary and non‑discretionary assets under management and no client accounts as of September 2025. The firm states it uses Modern Portfolio Theory and documents client objectives and risk tolerance in an Investment Policy Statement, generally requiring discretionary authority to implement investment decisions. Investment strategies include long‑term trading and options (including covered, uncovered and spread strategies), with financial planning services addressing taxes, retirement, college, insurance and debt/credit matters. Distinctive operational details disclosed in the brochure include an affiliation with an accounting practice that provides tax planning and compliance—the firm’s principal devotes about 10 hours per week to that activity and also reports employment as a Senior Analyst with GAO at roughly 40 hours per week—an arrangement the brochure identifies as a potential conflict of interest. The firm also requires clients to use a specific custodian (Altruist), does not aggregate block trades for multiple client accounts, and reports receiving no soft‑dollar benefits, all of which are atypical for many peers.

To learn more about the advisors currently working at Lakemont Wealth, 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.