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LAKE AVENUE FINANCIAL LLC

PASADENA, CA · CRD 315746 · IAPD ↗ · alexchalekian.com · 626-689-2012

$154.7MRegulatory AUM
3Advisory reps
5Employees
6Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — LAKE AVENUE FINANCIAL LLC changed its website from firstteamadvisors.com to alexchalekian.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — LAKE AVENUE FINANCIAL LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — WEALTHTECH PARTNERS LLC is now doing business as LAKE AVENUE FINANCIAL LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
August 2024 — WEALTHTECH PARTNERS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — WEALTHTECH PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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