RIA Intel›Advisers›California›LANES WEALTH MANAGEMENT LLC

LANES WEALTH MANAGEMENT LLC

Advisory

IRVINE, CA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in CA

#3,095

of 5,480 advisers by AUM

Average account

$553K

across 132 accounts

AUM per adviser

$37M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$73M

Discretionary AUM$73M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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