Lake House Private Wealth Management
Financial Services • 
Yardley, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | Yardley, Pennsylvania, United States |
| Phone number | +16096479876 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Lake House Private Wealth Management
Stephen Shaffer
Director of Financial Planning
Lake House Private Wealth Management Email Formats
Lake House Private Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@lakehouse-wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lakehouse-wealth.com | 100% |
About Lake House Private Wealth Management
Lake House Private Wealth Management is a boutique, wealth management firm established in 2022 by Christopher J Gatsch. Our firm is dedicated to delivering a bespoke investment experience by blending premier investment consulting with comprehensive advisory services. What We Offer: • Tailored, fee-based advice that prioritizes unbiased selection and allocation across a diverse range of independent third-party investment managers. • Continuous assessment and reallocation, when necessary, to optimize portfolio performance in alignment with a bespoke strategic asset allocation plan. • Both discretionary asset management and advanced tactical asset allocation strategies to suit varying investor needs and goals. Experience the advantages of a Family Office, including personalized attention and comprehensive wealth management, without the associated costs or administrative overhead. Our clients benefit from diligent monitoring of their accounts and receive detailed quarterly reports. These reports provide a comprehensive overview of all holdings, performance metrics for each investment manager, and insights across a broad spectrum of custodians, limited partnerships, and other components of a diversified investment portfolio.
Lake House Private Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Lake House Private Wealth Management has never raised funding before.
Lake House Private Wealth Management Tech Stack
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