Lachance Wealth Partners
RIAState Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$185K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334912
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lachance Wealth Partners is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model mixes a percentage of assets under management with fixed fees. The firm identifies itself as a capital allocator and reports active ESG investing as part of its approach.
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents34%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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