Overview
Assets Under Management: $143 million
Headquarters: NORTH LIBERTY, IA
High-Net-Worth Clients: 53
Average Client Assets: $2.1 million
Frequently Asked Questions
LANE FAMILY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337964), LANE FAMILY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LANE FAMILY WEALTH MANAGEMENT is headquartered in NORTH LIBERTY, IA.
LANE FAMILY WEALTH MANAGEMENT serves 53 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, LANE FAMILY WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
LANE FAMILY WEALTH MANAGEMENT manages $143 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, LANE FAMILY WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.39%
Average Client Assets: $2.1 million
Total Client Accounts: 205
Discretionary Accounts: 205
Regulatory Filings
CRD Number: 337964
Filing ID: 2042338
Last Filing Date: 2026-03-13 10:30:01