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LANTERN WEALTH ADVISORS, LLC
CRD 147420 · SEC 801-79035
35 PINELAWN ROAD, SUITE 101E, MELVILLE, NY, 11747, United States
Phone
631-454-2000
Fax
631-454-2011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$319.9M
Discretionary AUM
$306.9M
Team
26 total employees; 26 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $34.6M |
| High net worth individuals | 60 | $234.4M |
| Pension/profit sharing plans | 8 | $14.9M |
| Charitable organizations | 5 | $35.9M |
States served
CA, IL, NJ, NY, PA, UT, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD