Lantern Wealth Advisors, LLC

RIASEC Registered
Total AUM
$320M
Discretionary
$307M
96% of AUM
Avg account
$804K
Accounts
398
Employees
26
Advisory reps
27

Firm details

Headquarters
Melville, New York
CRD number
147420
Registered since
January 15, 2014
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.29%
  • Charitable Organizations11.22%
  • Individuals10.82%
  • Pension & Profit Sharing Plans4.67%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lantern Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm has been SEC-registered since 2014 and positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Lantern operates under a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—and maintains industry affiliations with broker‑dealers, other investment advisers and insurance companies. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 39%, Cash & Cash Equivalents 9%, State & Local Bonds 7%, US Government Bonds 4%, Investment Grade Corp Bonds 1%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents9%
  • State & Local Bonds7%
  • US Government Bonds4%

Owners & executives

1 of 1
  • Daphne Jo Stasco

    Daphne Jo Stasco

    Chief Operations OfficerCRD 4962845

Contacts

3 of 26
  • Salvatore Favarolo

    Salvatore Favarolo

    Senior Vice President, InvestmentsCRD 3277500

  • Eugene Lanton

    Eugene Lanton

    Business DeveloperCRD 501555

  • Jan Gunther

    Jan Gunther

    Vice President of InvestmentsCRD 717809

Unlock 23 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 119

Active vs passive

$148M in ETFs

Passive

59%

$87.2M

Active

33%

$60.8M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$11.1M86,5297.49%

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
35 Pinelawn Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth