Lantern Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melville, NY. Its latest Form ADV filing, dated March 27, 2026, reports $320M in regulatory assets under management, 26 employees, 4 offices, and 398 accounts.
Assets Under Management
$320M
Employees
26
Offices
4 offices
Total Clients
188
Primary office
MELVILLE, NY
35 PINELAWN ROAD, SUITE 101E, MELVILLE, NY, United States
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
115
2
HNWI
31.9%
60
3
Pension Plans
4.3%
8
4
Charitable
2.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$320Mas of May 13, 2026
Discretionary95.9%
$307M
96% of total RAUM95.9%
Non-discretionary4.1%
$13M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$320M
Total Accounts398
10Y AUM Change+$258M (+420.6%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee7:1
10Y Employee Change+21 (+420.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.