Christopher Pfau
Lakemont Wealth · Bellevue, Washington
Christopher Pfau is a fee-only financial advisor at Lakemont Wealth in Bellevue, Washington. Lakemont Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lakemont Wealth |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.7M across 5 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8155866 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Christopher's firm compares
- Lakemont Wealth's average account is about $337,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Christopher
Is Christopher Pfau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Lakemont Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Lakemont Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher Pfau based?
Christopher Pfau is based in Bellevue, Washington.
Is Christopher Pfau registered with the SEC?
Yes. Christopher Pfau is registered as an investment adviser representative in WA (CRD 8155866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lakemont Wealth manage?
Lakemont Wealth reports $1.7M across 5 accounts in assets under management.
How do I contact Christopher Pfau?
Contact details aren't on file yet. Search for Lakemont Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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