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LATTICE WEALTH ADVISORS
LATTICE WEALTH ADVISORS, LLC
CRD 301132
4610 BRAINERD RD, UNIT 6, CHATTANOOGA, TN, 37411, United States
Phone
423-225-2450
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.6M
Discretionary AUM
$47.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $27.1M |
| High net worth individuals | 10 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD