LANES WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 291381
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.59%
- Individuals4.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lanes Wealth Management LLC is an individual-owned, SEC-registered advisory LLC that manages portfolios for individuals and small businesses. The firm charges fees based on a percentage of assets under management and can also assess performance-based fees. Its advisory focus is portfolio management for private clients rather than institutional or pension consulting work. The firm is not positioned as an ESG investor and does not describe multi-state advisory operations or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities28%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- State & Local Bonds7%
Contacts
2 of 2TOMMY LAU
Managing PartnerCRD 4995895
JASON OWYANG
Managing PartnerCRD 4674589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 2102 Business Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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