Lantern Wealth Advisors, LLC
Firm details
- Headquarters
- Melville, New York
- CRD number
- 147420
- Registered since
- January 15, 2014
- Website
- heroldlantern.com
- 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
FINTRXOverview
Lantern Wealth Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2014. The firm positions itself as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Lantern reports affiliations with broker-dealers, other investment advisers, and insurance companies, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds40%
- Exchange Traded Equities39%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- US Government Bonds4%
Owners & executives
1 of 1
Daphne Jo Stasco
Chief Operations OfficerCRD 4962845
Contacts
3 of 26
Francis Horneff
Vice PresidentCRD 2766499
Michael Bottoni
Registered Investment Advisor RepresentativeCRD 8074681
Peter Katz
Registered RepresentativeCRD 1005805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$148M in ETFs
59%
$87.1M
33%
$61.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $11.1M | 86,529 | 7.48% |
Location
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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