LATTICE WEALTH ADVISORS

Overview

Lattice Wealth Advisors is an independent registered investment adviser organized as a limited liability company that provides financial planning and discretionary portfolio management primarily for individuals and families, including small-business owners. The firm charges clients through a mix of AUM-based fees, hourly charges and fixed fees, and manages client relationships on a hands-on basis rather than acting as a capital allocator or pension consultant. Lattice’s portfolios emphasize pooled public funds and mutual funds as the primary vehicle for client exposure, reflecting a model that favors diversified fund sleeves over extensive direct-security trading. The firm is not designated as an active ESG investor and is structured to serve a concentrated retail-family client base rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices