LASHLEY WEALTH MANAGEMENT INC.
Legal name: LASHLEY WEALTH MANAGEMENT
CRD #328154 SEC #801-128825 SARASOTA, FL 913 338-2400
SEC Registered
Total AUM
$61.8M
Discretionary
$61.8M
Employees
1
Clients
--
Accounts
125
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 12, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LASHLEY, JEFFREY, R | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 12, 2024 REGISTERED
Notice Filings (4)
FL KS MO TX
Address
1990 MAIN STREETSUITE 750
SARASOTA, FL 34236
United States
Phone: 913 338-2400