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Building 2LANTERN WEALTH ADVISORS, LLC

Map pinMELVILLE, NY
Phone631-454-2000
NotebookSEC #801-79035
Total AUM
$319.9M
Employees
26
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 PINELAWN ROAD
SUITE 101E
MELVILLE
NY 11747
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
631-454-2000
Other Offices
4

ReceiptFinancials

Total AUM
$319.9M
Accounts
398
Discretionary
$306.9M
Accounts
381
Non-Discretionary
$13M
Accounts
17

ContactClients

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Individual Clients
115
AUM
$34.6M
HNW Individual Clients
60
AUM
$234.4M
Pension/Profit Sharing Plan Clients
8
AUM
$14.9M
Charitable Organization Clients
5
AUM
$35.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILNJNYPATXUTVA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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