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| Keyboard |
| LENK Ladner Investment Solutions LLC
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|---|---|
| CRD # | 109927 |
| SEC # | 801-43403 |
| CIK # | |
| AUM | 337.3 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 508-428-1645 |
| Address | 896 Main Street Osterville, MA 02655 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 42.0 |
| (b) Individuals (high net worth individuals) | 111 | 293.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.2 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 478 | 337.3 |
| By Discretionary | ||
| Discretionary | 455 | 294.1 |
| Non-Discretionary | 23 | 43.2 |
| Total | 478 | 337.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.3 | |
| Total | 478 | 337.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 339.0 M |
|
Lewis Financial Management LLC
✚
|
NC | 338.7 M |
|
Mine & ARAO Wealth Creation and Management LLC
✚
|
CA | 338.1 M |
|
Evolution Advisers Inc
✚
|
VA | 337.2 M |
|
Vestura LLC
✚
|
WI | 336.7 M |
|
Journey Financial Group Inc
✚
|
IL | 336.5 M |
|
Agate Pass Investment Management LLC
✚
|
WA | 336.0 M |
|
Peachtree Investment Partners LLC
✚
|
335.8 M | |
|
First Dallas Securities Inc
✚
|
TX | 335.7 M |
|
Apricus Wealth LLC
✚
|
SC | 335.7 M |