RIA Intel›Advisers›North Carolina›LATTICE FINANCIAL, LLC

LATTICE FINANCIAL, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$402K

across 14 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

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

15 clients

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

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

EWING, DARREN TOBY

$6M

WRENN HOUSE INVESTMENTS LLC

WINSTON SALEM, NC

$6M

WEALTH MANAGEMENT ADVISORS, LLC

SHALLOTTE, NC

$6M

J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

$6M

ADAPTIVE ASSET MANAGEMENT, LLC

$6M

DEBRA H JONES

$5M

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