RIA Intel›Advisers›Tennessee›LATTICE WEALTH ADVISORS, LLC

LATTICE WEALTH ADVISORS, LLC

Advisory

CHATTANOOGA, TN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in TN
#355
of 380 advisers by AUM
Average account
$145K
across 329 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$48M
Discretionary %
100%
Clients
130
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

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

B. RILEY WEALTH PRIVATE SHARES, LLC
MEMPHIS, TN
$48M
SERVANT WEALTH MANAGEMENT LLC
MEMPHIS, TN
$48M
ATLANTIS INVESTMENT ADVISORS, LLC
MEMPHIS, TN
$48M
-13.4% 1Y
LONETREE WEALTH MANAGEMENT, LLC
MEMPHIS, TN
$47M
GREEN SQUARE CAPITAL LOUISVILLE, LLC
MEMPHIS, TN
$48M
+250.7% 1Y
FINANCIAL JUNK LLC
NASHVILLE, TN
$47M
+23.7% 1Y

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