Lanes Wealth Management LLC

Overview

Lanes Wealth Management LLC is a California-based limited liability company that provides portfolio management services to individuals, families and small businesses. The firm is owner-managed and serves a client base concentrated on private clients rather than institutions. Its advisory compensation combines a percentage-of-assets-under-management fee with the ability to charge performance-based fees. Lanes focuses on traditional wealth management activities rather than ESG mandates or pension consulting, and its advisory mandate is described around discretionary portfolio management for individual and small-business clients.

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Public Holdings

Investments & Alternatives

Location & Offices