Connie L. Lee

LAKERIDGE WEALTH MANAGEMENT

ALBUQUERQUE, NM 87111

CRD#: 8156598

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Professional summary

Connie Liu Lee, who also goes by Connie Lee, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Albuquerque, New Mexico.

Connie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Connie has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Connie Lee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie Liu Lee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2025 - Present

LAKERIDGE WEALTH MANAGEMENT LLC

Office #1: 5203 Juan Tabo Boulevard, Albuquerque, NM 87111

RIA

CRD#: 314071

ALBUQUERQUE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Mexico
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

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Contact information

Main Address

7470 Center St, Mentor, OH 44060

Mailing Address

Phone number

(440) 510-1901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAKERIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/18/2026)

Regulatory assets under management

Total Number of Accounts	2,706
AUM (Assets Under Management)	$ 805,361,469

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Connie L. Lee

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie Liu Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKERIDGE WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

LAKERIDGE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

LAKERIDGE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAKERIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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