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 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.

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.

Name	Location	Years of experience
Christopher Pfau	Bellevue, WA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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