Engineering wealth through decades of market expertise.

Sreeni Meka

Lakeland Wealth

Years of Experience

29 Years

Off-Platform Performance (Sep 2010 - Oct 2025)

+683.69%

Off-Platform Managed Assets

$35M+

Sreeni Meka, CFA, CFP® is a wealth manager at Lakeland Wealth Management LLC. Sreeni has twenty nine years of investment experience in the equities and derivative markets. He holds a Master’s degree in Mechanical Engineering, an MBA in finance. Sreeni is an adjunct professor at the University of Memphis and teaches investment and portfolio management classes for both senior and graduate students.

Portfolios

Seeks investments that combine intrinsic value with meaningful growth potential. Emphasis is placed on companies led by shareholder-oriented, transparent management. High returns on the invested capital, and market niche are mandatory to include in the portfolio.

All-Time Returns

+17.25%

Performance Against Market

+6.61%

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.