LAKESIDE WEALTH MANAGEMENT GROUP, LLC
CRD #140271 SEC #801-67740 CHESTERTON, IN 219-926-1182
SEC Registered
Total AUM
$1.6B
Discretionary
$476.9M
Employees
20
Clients
1
Accounts
2,899
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.6B | $476.9M | $1.2B | 20 | 0 |
| May 2020 | $1.6B | $476.9M | $1.2B | 22 | 0 |
| Mar 2020 | $1.6B | $476.9M | $1.2B | 22 | 0 |
| Feb 2020 | $1.2B | $457.5M | $704.5M | 24 | 0 |
| Jun 2019 | $1.2B | $457.5M | $704.5M | 24 | 0 |
| Jun 2019 | $1.2B | $457.5M | $704.5M | 24 | 0 |
| Mar 2019 | $1.2B | $457.5M | $704.5M | 24 | 0 |
| Jan 2019 | $975.5M | $416.2M | $559.3M | 18 | 0 |
| Oct 2018 | $975.5M | $416.2M | $559.3M | 18 | 0 |
| Apr 2018 | $975.5M | $416.2M | $559.3M | 18 | 0 |
| Mar 2018 | $975.5M | $416.2M | $559.3M | 18 | 0 |
| May 2017 | $932.1M | $294.3M | $637.7M | 19 | 700 |
| May 2017 | $932.1M | $294.3M | $637.7M | 19 | 700 |
| Mar 2017 | $932.1M | $294.3M | $637.7M | 19 | 700 |
| Mar 2017 | $850.8M | $254.6M | $596.2M | 18 | 600 |
| Oct 2016 | $850.8M | $254.6M | $596.2M | 18 | 600 |
| Oct 2016 | $850.8M | $254.6M | $596.2M | 18 | 600 |
| Mar 2016 | $593.9M | $195.2M | $398.7M | 18 | 600 |
| Feb 2016 | $575.4M | $177M | $398.4M | 15 | 600 |
| Jan 2016 | $575.4M | $177M | $398.4M | 15 | 600 |
| May 2015 | $575.4M | $177M | $398.4M | 15 | 600 |
| Apr 2015 | $575.4M | $177M | $398.4M | 15 | 600 |
| Mar 2015 | $575.4M | $177M | $398.4M | 15 | 600 |
| Dec 2014 | $533M | $162.6M | $370.4M | 15 | 500 |
| Nov 2014 | $533M | $162.6M | $370.4M | 15 | 500 |
| Sep 2014 | $533M | $162.6M | $370.4M | 11 | 500 |
| Aug 2014 | $533M | $162.6M | $370.4M | 11 | 500 |
| Jul 2014 | $577.9M | $158.6M | $419.3M | 11 | 500 |
| Jun 2014 | $577.9M | $158.6M | $419.3M | 11 | 500 |
| Mar 2014 | $577.9M | $158.6M | $419.3M | 11 | 500 |
| Dec 2013 | $352.6M | $109.2M | $243.5M | 10 | 500 |
| Aug 2013 | $352.6M | $109.2M | $243.5M | 10 | 500 |
| Jul 2013 | $352.6M | $109.2M | $243.5M | 10 | 500 |
| Jun 2013 | $352.6M | $109.2M | $243.5M | 10 | 500 |
| Mar 2013 | $352.6M | $109.2M | $243.5M | 10 | 500 |
| Jan 2013 | $335.6M | $101M | $234.6M | 10 | 600 |
| Jul 2012 | $335.6M | $101M | $234.6M | 11 | 600 |
| Apr 2012 | $236.1M | $100.1M | $136M | 11 | 600 |
| Mar 2012 | $236.1M | $100.1M | $136M | 11 | 600 |
| May 2011 | $85.5M | $85.5M | $0 | -- | -- |
| Mar 2011 | $85.5M | $85.5M | $0 | -- | -- |
| Jun 2010 | $68.4M | $68.4M | $0 | -- | -- |
| Mar 2010 | $68.4M | $68.4M | $0 | -- | -- |
| Mar 2008 | $86M | $46M | $40M | 5 | -- |
| Apr 2007 | $33M | $30M | $3M | 5 | -- |
| Mar 2007 | $33M | $30M | $3M | 5 | -- |
DateJun 2020
Total AUM$1.6B
Discretionary$476.9M
Non-Disc.$1.2B
Employees20
Clients0
DateMay 2020
Total AUM$1.6B
Discretionary$476.9M
Non-Disc.$1.2B
Employees22
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$476.9M
Non-Disc.$1.2B
Employees22
Clients0
DateFeb 2020
Total AUM$1.2B
Discretionary$457.5M
Non-Disc.$704.5M
Employees24
Clients0
DateJun 2019
Total AUM$1.2B
Discretionary$457.5M
Non-Disc.$704.5M
Employees24
Clients0
DateJun 2019
Total AUM$1.2B
Discretionary$457.5M
Non-Disc.$704.5M
Employees24
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$457.5M
Non-Disc.$704.5M
Employees24
Clients0
DateJan 2019
Total AUM$975.5M
Discretionary$416.2M
Non-Disc.$559.3M
Employees18
Clients0
DateOct 2018
Total AUM$975.5M
Discretionary$416.2M
Non-Disc.$559.3M
Employees18
Clients0
DateApr 2018
Total AUM$975.5M
Discretionary$416.2M
Non-Disc.$559.3M
Employees18
Clients0
DateMar 2018
Total AUM$975.5M
Discretionary$416.2M
Non-Disc.$559.3M
Employees18
Clients0
DateMay 2017
Total AUM$932.1M
Discretionary$294.3M
Non-Disc.$637.7M
Employees19
Clients700
DateMay 2017
Total AUM$932.1M
Discretionary$294.3M
Non-Disc.$637.7M
Employees19
Clients700
DateMar 2017
Total AUM$932.1M
Discretionary$294.3M
Non-Disc.$637.7M
Employees19
Clients700
DateMar 2017
Total AUM$850.8M
Discretionary$254.6M
Non-Disc.$596.2M
Employees18
Clients600
DateOct 2016
Total AUM$850.8M
Discretionary$254.6M
Non-Disc.$596.2M
Employees18
Clients600
DateOct 2016
Total AUM$850.8M
Discretionary$254.6M
Non-Disc.$596.2M
Employees18
Clients600
DateMar 2016
Total AUM$593.9M
Discretionary$195.2M
Non-Disc.$398.7M
Employees18
Clients600
DateFeb 2016
Total AUM$575.4M
Discretionary$177M
Non-Disc.$398.4M
Employees15
Clients600
DateJan 2016
Total AUM$575.4M
Discretionary$177M
Non-Disc.$398.4M
Employees15
Clients600
DateMay 2015
Total AUM$575.4M
Discretionary$177M
Non-Disc.$398.4M
Employees15
Clients600
DateApr 2015
Total AUM$575.4M
Discretionary$177M
Non-Disc.$398.4M
Employees15
Clients600
DateMar 2015
Total AUM$575.4M
Discretionary$177M
Non-Disc.$398.4M
Employees15
Clients600
DateDec 2014
Total AUM$533M
Discretionary$162.6M
Non-Disc.$370.4M
Employees15
Clients500
DateNov 2014
Total AUM$533M
Discretionary$162.6M
Non-Disc.$370.4M
Employees15
Clients500
DateSep 2014
Total AUM$533M
Discretionary$162.6M
Non-Disc.$370.4M
Employees11
Clients500
DateAug 2014
Total AUM$533M
Discretionary$162.6M
Non-Disc.$370.4M
Employees11
Clients500
DateJul 2014
Total AUM$577.9M
Discretionary$158.6M
Non-Disc.$419.3M
Employees11
Clients500
DateJun 2014
Total AUM$577.9M
Discretionary$158.6M
Non-Disc.$419.3M
Employees11
Clients500
DateMar 2014
Total AUM$577.9M
Discretionary$158.6M
Non-Disc.$419.3M
Employees11
Clients500
DateDec 2013
Total AUM$352.6M
Discretionary$109.2M
Non-Disc.$243.5M
Employees10
Clients500
DateAug 2013
Total AUM$352.6M
Discretionary$109.2M
Non-Disc.$243.5M
Employees10
Clients500
DateJul 2013
Total AUM$352.6M
Discretionary$109.2M
Non-Disc.$243.5M
Employees10
Clients500
DateJun 2013
Total AUM$352.6M
Discretionary$109.2M
Non-Disc.$243.5M
Employees10
Clients500
DateMar 2013
Total AUM$352.6M
Discretionary$109.2M
Non-Disc.$243.5M
Employees10
Clients500
DateJan 2013
Total AUM$335.6M
Discretionary$101M
Non-Disc.$234.6M
Employees10
Clients600
DateJul 2012
Total AUM$335.6M
Discretionary$101M
Non-Disc.$234.6M
Employees11
Clients600
DateApr 2012
Total AUM$236.1M
Discretionary$100.1M
Non-Disc.$136M
Employees11
Clients600
DateMar 2012
Total AUM$236.1M
Discretionary$100.1M
Non-Disc.$136M
Employees11
Clients600
DateMay 2011
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$86M
Discretionary$46M
Non-Disc.$40M
Employees5
Clients--
DateApr 2007
Total AUM$33M
Discretionary$30M
Non-Disc.$3M
Employees5
Clients--
DateMar 2007
Total AUM$33M
Discretionary$30M
Non-Disc.$3M
Employees5
Clients--