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SOUTH LANE WEALTH MANAGEMENT LLC

Advisory

NJ

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in NJ
#700
of 775 advisers by AUM
Average account
$590K
across 90 accounts
AUM per adviser
$53M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$53M
Discretionary AUM$43M
Non-Discretionary AUM$11M
Discretionary %80.2%
Total Clients42
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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