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3 entities3.2sName contains “LAKESHORE WEALTH MANAGEMENT LLC”

	Class
LAKESHORE WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth		LAKE LOTAWANA,	$77.0M			2026
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Lakeshore Wealth Group Also on Private Credit, RIA / Wealth Management	Unsized	Memphis,	$4.2B	30	5	2020
LAKESHORE ADVISORS Registered adviser · RIA / Wealth · matched LAKESHORE WEALTH ADVISORS LLC		WINTER PARK,	$80.8M			2026