Contact Us | Lashkari Wealth Management | CA

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100 Bayview Circle #2200

Newport Beach, CA 92660

Please note: Submitting this form does not create an advisory relationship, or client relationship. Please do not include confidential, account-specific, or sensitive information.

After receiving your request, a member of our team will contact you to schedule a consultation, if appropriate.

For immediate assistance:

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Email: alashkari@statera-am.com

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California residents have specific rights regarding the collection and use of their personal information. Consistent with the California Consumer Privacy Act (CCPA) and related regulations, you may:

Request access to the personal information we maintain about you.
Request deletion of your personal information, subject to applicable legal and regulatory exceptions.
Request that we do not sell or share your personal information.

To request or exercise any of these rights, please contact us using the method provided on this page. We will verify your identity before fulfilling any request, as required by law.

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Lashkari Wealth Management, LLC is an independent financial services firm.

For state-specific registration information, visit www.adviserinfo.sec.gov

SEC Investment Adviser Public Disclosure (IAPD)

CA Insurance License #4101914

Lashkari Wealth Management & Insurance Solutions is a DBA of Lashkari Wealth Management, LLC and is not itself a registered investment adviser or broker‑dealer; investment advisory services are offered exclusively through Statera Asset Management, an SEC‑registered investment adviser, and are provided by Alexander Lashkari solely in his capacity as an Investment Adviser Representative of Statera Asset Management. Insurance products and services are offered through appropriately licensed insurance professionals and are separate and distinct from investment advisory services, which are provided only pursuant to a written advisory agreement with Statera Asset Management and the delivery of required disclosures; nothing on this website creates an advisory, brokerage, or fiduciary relationship absent such an agreement.

The information on this website is provided for general informational and educational purposes only, without regard to the objectives, financial situation, or needs of any specific individual, and should not be construed as investment, legal, or tax advice, nor as a recommendation, offer, or solicitation to buy or sell any security or to engage in any specific strategy. Lashkari Wealth Management, LLC does not provide legal or tax advice, and individuals should consult their own qualified attorney, tax professional, and, where appropriate, financial professional before making any decisions; all investments involve risk, including possible loss of principal, and no representation is made that any strategy or outcome will be successful, as past performance does not guarantee or reliably indicate future results.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. For privacy information, please see our Privacy Policy.

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