Overview
Assets Under Management: $228 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 45
Average Client Assets: $4 million
Frequently Asked Questions
LANTERN WEALTH ADVISORS, LLC 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 #147420), LANTERN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LANTERN WEALTH ADVISORS, LLC is headquartered in MELVILLE, NY.
LANTERN WEALTH ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, LANTERN WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LANTERN WEALTH ADVISORS, LLC manages $228 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, LANTERN WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 177
Discretionary Accounts: 174
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 147420
Last Filing Date: 2024-03-29 00:00:00
Website: https://heroldlantern.com