NORTH LIBERTY, IACRD 337964Latest ADV March 13, 2026
Lane Family Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Liberty, IA. Its latest Form ADV filing, dated March 13, 2026, reports $143M in regulatory assets under management, 2 employees, and 205 accounts.
Assets Under Management
$143M
Employees
2
Offices
--
Total Clients
202
Primary office
NORTH LIBERTY, IA
595 ASHLEY CT, STE 2, NORTH LIBERTY, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
149
2
HNWI
26.2%
53
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 13, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts205
10Y AUM Change+$143M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee101:1
10Y Employee Change-2 (-50.0%)
* 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.