LANTERN WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$319,865,217
Discretionary
$306,895,063
Non-discretionary
$12,970,154
Firm details
- CRD number
- 147420
- SEC file number
- 801-79035
- Main office
- MELVILLE, NY, United States
- Employees
- 26
- SEC status
- Approved
- Website
- http://www.heroldlantern.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.