LAKE AVENUE FINANCIAL LLC
CRD #315746 SEC #801-122031 PASADENA, CA 626-689-2012
SEC Registered
Total AUM
$137.9M
Discretionary
$131.6M
Employees
5
Clients
11
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Jul 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Jun 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Jun 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Apr 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Mar 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Mar 2025 | $137.9M | $131.6M | $6.3M | 5 | 2 |
| Jul 2024 | $115.2M | $109.1M | $6.1M | 5 | 7 |
| Mar 2024 | $115.2M | $109.1M | $6.1M | 5 | 7 |
| Oct 2023 | $102.4M | $96.4M | $6M | 7 | 4 |
| Mar 2023 | $102.4M | $96.4M | $6M | 7 | 4 |
| Sep 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Sep 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Aug 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Jul 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Jun 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| May 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Jan 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Jan 2022 | $107.4M | $95.1M | $12.3M | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Dec 2021 | $0 | $0 | $0 | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateJul 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateJun 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateJun 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateApr 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateMar 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateMar 2025
Total AUM$137.9M
Discretionary$131.6M
Non-Disc.$6.3M
Employees5
Clients2
DateJul 2024
Total AUM$115.2M
Discretionary$109.1M
Non-Disc.$6.1M
Employees5
Clients7
DateMar 2024
Total AUM$115.2M
Discretionary$109.1M
Non-Disc.$6.1M
Employees5
Clients7
DateOct 2023
Total AUM$102.4M
Discretionary$96.4M
Non-Disc.$6M
Employees7
Clients4
DateMar 2023
Total AUM$102.4M
Discretionary$96.4M
Non-Disc.$6M
Employees7
Clients4
DateSep 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateSep 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateAug 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateJul 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateJun 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateMay 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateJan 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateJan 2022
Total AUM$107.4M
Discretionary$95.1M
Non-Disc.$12.3M
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0