← Tributary

LAGO ASSET MANAGEMENT

CHICAGO, IL · CRD 305631 · IAPD ↗ · lagoinnovation.com · 7734175246

$604.9MRegulatory AUM
14Advisory reps
15Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — LAGO ASSET MANAGEMENT crossed $500M in regulatory AUM ($457.3M -> $604.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
59
April 2025 — LAGO ASSET MANAGEMENT grew from 9 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.