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LANE FAMILY WEALTH MANAGEMENT
EN ENTERPRISES, LLC
CRD 337964 · SEC 801-134759
595 ASHLEY CT, STE 2, NORTH LIBERTY, IA, 52317, United States
Phone
319-535-4525
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.7M
Discretionary AUM
$142.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $31.3M |
| High net worth individuals | 53 | $110.5M |
States served
IL, IA, KY, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD