# LAB Wealth Management

- **Website:** <https://labwealthmanagement.com>
- **Primary alias:** `labwealthmanagement.com`

## Description

LAB Wealth Management, LLC is an independent, full-service financial services practice based in Oakland, California, serving individuals and small business owners locally and across the country, subject to state residency restrictions. The firm works with clients from varied backgrounds and family situations to help them plan for near- and long-term financial goals. Its approach begins with building a clear understanding of each client’s circumstances, followed by a focused strategy tailored to their specific needs.

LAB Wealth Management offers financial planning and investment-related services. Securities are offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer and FINRA/SIPC member, while advisory services are provided through Cambridge Investment Research Advisors, Inc., a registered investment adviser. These firms are not affiliated with LAB Wealth Management.

The firm also provides a learning center and online account access tools, including NetXInvestor, a financial planning portal, and CIRStatements. Clients and prospective clients can contact the practice or schedule a meeting to discuss planning needs. The firm is located in Oakland’s San Francisco Bay Area.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idC0KfKnqa/w/1860/h/380/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790429048217)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Endeavour | #0158a7 | accent |
| Graphite | #2b0a09 | dark |
| Pearl Bush | #e0d5c3 | light |

## Fonts

- Open Sans — asset _(google)_

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_Source: <https://brandfetch.com/labwealthmanagement.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._