Advisor at Lakewealth Capital, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lakewealth Capital, LLC.
Location
Lakewood, NJ
Credentials
Series 65
Industry experience
7 years
Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Lakewealth Capital since 2018. He also has a long-standing involvement with B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and related services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines factor-driven and quantitative value stock selection with special-situations investing, supported by tactical asset allocation and adaptive hedging.
Based on Lakewealth Capital, LLC.
Based on Lakewealth Capital, LLC.
Up to 3.00% annually (negotiable, exact fee specified in Client Services Agreement)
Subscription fees reported in SEC Form ADV Part 1; however, no specific subscription fee amounts or details stated in brochure.
Account minimum: $100,000 Fee-only: Investment management fees based on assets under management, negotiable up to 3.00% annually.
Lakewood, NJ
New Jersey · New York
Lakewealth Capital, LLC
2018 - Present (8 years)
B & H Investing, LLC
2010 - Present (16 years)
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Other specialized services
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