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LANES WEALTH MANAGEMENT LLC
CRD 291381
2102 BUSINESS CENTER DRIVE, SUITE 130, IRVINE, CA, 92612, United States
Phone
949-436-8578
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$73.0M
Discretionary AUM
$73.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.2M |
| High net worth individuals | 25 | $69.8M |
All web addresses on file
Official SEC filing: View on IAPD