PENNY LANE WEALTH MANAGEMENT, LLC

Overview

Penny Lane Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients, focusing on financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Compensation is through a mix of percentage-of-assets and fixed fees. The firm reports acting as a capital allocator and is not positioned as an active ESG investor or as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives