# Lauren Desmarteaux

> Lauren Desmarteaux is a fee-only financial advisor at Preserve Private Wealth in Port St. Lucie, Florida. Lauren focuses on real estate investors, founders (pre-exit) and estate & legacy planning. Preserve Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lauren-desmarteaux/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Preserve Private Wealth
- **Based in:** Port St. Lucie, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $88.0M across 161 accounts
- **Specialties:** Real estate investors, Founders (pre-exit), Estate & legacy planning, Family wealth transfer, Tax planning
- **Works with:** Real estate investors, Founders, Executives, Retirees, Multi-generational families, High earners
- **CRD:** 4864777 (https://adviserinfo.sec.gov/individual/summary/4864777)
- **SEC registration:** Investment adviser representative in DC, FL, MD
- **Exams passed:** Series 63 (2005), Series 65 (2025)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.preserveprivatewealth.com/

## Frequently asked questions

### Is Lauren Desmarteaux a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Preserve Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lauren charge for financial advice?

Lauren's firm, Preserve Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lauren Desmarteaux based?

Lauren Desmarteaux is based in Port St. Lucie, Florida.

### What does Lauren specialize in?

Lauren's specialties include real estate investors, founders (pre-exit), estate & legacy planning, family wealth transfer and tax planning. Lauren works with real estate investors, founders, executives, retirees and multi-generational families.

### Is Lauren Desmarteaux registered with the SEC?

Yes. Lauren Desmarteaux is registered as an investment adviser representative in DC, FL and MD (CRD 4864777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Preserve Private Wealth manage?

Preserve Private Wealth reports $88.0M across 161 accounts in assets under management.

### How do I contact Lauren Desmarteaux?

Through Lauren's website, www.preserveprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4864777): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.preserveprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.