South Lane Wealth Management LLC

RIASEC Registered

Total AUM

$53.1M

Discretionary

$42.6M

80% of AUM

Avg account

$590K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 167439
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI66.87%
Pension & Profit Sharing Plans19.82%
Individuals13.31%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

South Lane Wealth Management LLC is a small, fee-based advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, offers pension consulting services, and publishes periodicals or newsletters. Its revenue model is a percentage-of-AUM fee structure. South Lane does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. Industry affiliations listed include relationships with an insurance company and pension consulting activity, indicating the firm integrates insurance-linked solutions and retirement-plan consulting into its service mix.