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| Lantern Wealth Advisors LLC
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|---|---|
| CRD # | 147420 |
| SEC # | 801-79035 |
| CIK # | 0001950218 |
| AUM | 319.9 M (2026-05-13) |
| Employees | 26 (100% Investors, 62% Brokers) |
| Phone | 631-454-2000 |
| Address | 35 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.6 | ||
| Amazon Com Inc | 4.7 | ||
| Blackstone Group LP | 4.2 | ||
| Schwab Charles Corp | 4.0 | ||
| Alphabet Inc | 4.0 | ||
| Nvidia Corp | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| AbbVie Inc | 3.2 | ||
| Microsoft Corp | 2.5 | ||
| Caterpillar Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 34.6 |
| (b) Individuals (high net worth individuals) | 60 | 234.4 |
| (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 | 8 | 14.9 |
| (h) Charitable organizations | 5 | 35.9 |
| (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 | 398 | 319.9 |
| By Discretionary | ||
| Discretionary | 381 | 306.9 |
| Non-Discretionary | 17 | 13.0 |
| Total | 398 | 319.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.9 | |
| Total | 398 | 319.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950218] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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Sawyer & Co Inc
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Secura Financial LLC
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Alpha Wealth Management and Planning LLC
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Optivest Inc
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|
Promontory Financial Planning LLC
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UT | 319.0 M |
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Antoine Williams & Associates Wealth Management LLC
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|
VT | 318.9 M |