Lauren Desmarteaux
Preserve Private Wealth · Port St. Lucie, Florida
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.
Request an introduction to Lauren →
Specialties
Who they serve
- Real estate investors
- Founders
- Executives
- Retirees
- Multi-generational families
- High earners
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 | $88.0M across 161 accounts |
| SEC registration | Investment adviser representative in DC, FL, MD · CRD 4864777 |
| Exams passed | Series 63 (2005) · Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.preserveprivatewealth.com |
| Profile |
Request an introduction to Lauren
Tell Lauren a little about what you're looking for. Lauren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lauren
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.
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
- Preserve Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.