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Lauren Desmarteaux

Preserve Private Wealth, LLC

Port St. Lucie, FL

Bethesda, MD

CRD 4864777

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Employer firm

Preserve Private Wealth, LLC CRD 324362

$88.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Preserve Private Wealth, Llc

4500 East West Highway Suite 150, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-12
DC RA APPROVED 2025-09-16
MD RA APPROVED 2025-08-26
  • FL RA
    APPROVED
    Since 2025-12-12
  • DC RA
    APPROVED
    Since 2025-09-16
  • MD RA
    APPROVED
    Since 2025-08-26

Branch Locations

Port St. Lucie, FL • United States

4500 East West Highway Suite 150, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Palm Beach Gardens FL 07/2015 09/2018
Slatestone Wealth Jupiter FL 09/2018 10/2023
Preserve Private Wealth, Llc Bethesda MD 02/2024 Present
Preserve Private Wealth, Llc Port St. Lucie FL 07/2025 Present
Unemployed Bethesda MD 10/2023 01/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
S63 Uniform Securities Agent State Law Examination 2005-09-22
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24
  • S63 Uniform Securities Agent State Law Examination
    2005-09-22
Other Names
  • Lauren M Desmarteaux
  • Lauren Desmarteaux
  • Lauren Harkin
  • Lauren Marie Desmarteaux

View on SEC IAPD

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