RIA Intel›Advisers›New York›LANTERN WEALTH ADVISORS, LLC

LANTERN WEALTH ADVISORS, LLC

Advisory

N·MELVILLE, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$320M

1-Year AUM Growth

+16.4%

3-Year CAGR

+16.9%

Employees

26

Assets Under Management

Total AUM$320M

Discretionary AUM$307M

Non-Discretionary AUM$13M

Discretionary %95.9%

Total Clients199

Team

Total Employees26

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingDec 26, 2013

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LANTERN WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.