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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lantern Wealth Advisors LLC
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|---|---|
| CRD # | 147420 |
| SEC # | 801-79035 |
| CIK # | 0001950218 |
| AUM | $265.5 M (2025-06-30) |
| Employees | 20 (75% Investors, 70% Brokers) |
| Phone | 631-454-2000 |
| Address | 35 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| Blackstone Group LP | 5.4 | ||
| Amazon Com Inc | 4.1 | ||
| Schwab Charles Corp | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Microsoft Corp | 3.2 | ||
| Alphabet Inc | 2.6 | ||
| AbbVie Inc | 2.6 | ||
| Paychex Inc | 2.5 | ||
| Mastercard Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 39.7 |
| (b) Individuals (high net worth individuals) | 45 | 171.8 |
| (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 | 19 | 21.0 |
| (h) Charitable organizations | 0 | 33.0 |
| (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 | 379 | 265.5 |
| By Discretionary | ||
| Discretionary | 364 | 258.0 |
| Non-Discretionary | 15 | 7.5 |
| Total | 379 | 265.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.5 | |
| Total | 379 | 265.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950218] |
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|---|---|---|
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FL | 0.3 |
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Spectrum Financial Inc
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VA | 0.3 |
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TX | 0.3 |
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Aurelius Family Office LLC
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NH | 0.3 |
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Redemption Capital Partners LLC
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Total Solutions Enterprise LLC
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0.3 | |
|
APS Wealth Management LLC
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NY | 0.3 |
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Marshall Investment Management LLC
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CO | 0.3 |