LANTERN WEALTH ADVISORS, LLC

35 Pinelawn Road
Suite 101e
Melville, New York 11747
Tel: 631-454-2000

About LANTERN WEALTH ADVISORS, LLC

LANTERN WEALTH ADVISORS, LLC, formally registered with the SEC as LANTERN WEALTH ADVISORS, LLC. The firm was established in 01/15/2014. They have over 3 offices throughout the country.

LANTERN WEALTH ADVISORS, LLC is a Melville, New York based Financial Planning firm with nearly $227,962,725 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147420
SEC#	801-79035
Assets Managed by Firm	$227,962,725
No. of Clients	177
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	177	$227,962,725
Individuals (other than high net worth individuals)	114	$32,442,890
High net worth individuals	58	$158,946,966
Pension and profit sharing plans	2	$5,075,225
Charitable organizations	3	$31,497,644

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