|
⚲
|
| Lantern Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 147420 |
| SEC # | 801-79035 |
| CIK # | 0001950218 |
| AUM | $228.0 MM (2024-03-29) |
| Employees | 14 (93% Investors, 79% Brokers) |
| Phone | 631-454-2000 |
| Address | 35 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.3 | |
| BX | 69,051.8 | 4.6 | |
| AMZN | 1,092,997.8 | 3.4 | |
| SCHW | 121,688.8 | 3.0 | |
| GOOGL | 1,475,138.5 | 3.0 | |
| JPM | 340,169.2 | 2.7 | |
| MSFT | 1,918,222.4 | 2.5 | |
| ABBV | 269,466.6 | 2.3 | |
| MA | 309,583.1 | 1.6 | |
| GOOG | 1,482,566.4 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 32.4 |
| (b) Individuals (high net worth individuals) | 58 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.1 |
| (h) Charitable organizations | 3 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 228.0 |
| By Discretionary | ||
| Discretionary | 174 | 222.8 |
| Non-Discretionary | 3 | 5.1 |
| Total | 177 | 228.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.0 | |
| Total | 177 | 228.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001950218] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.2 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.2 |
|
Alamar Capital Management LLC
✚
|
CA | 0.2 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.2 |
|
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Willow Grove Advisors LLC
✚
|
CA | 0.2 |