Lenk Ladner Investment Solutions LLC
Lenk Ladner Investment Solutions LLC is an SEC-registered wealth manager in Osterville, MA with $337.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Lenk Ladner Investment Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109927, SEC 801-43403, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $337.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Osterville, MA
- Employees
- 3
- Clients
- 276
- CRD
- 109927
- Ownership
- LENK, GEOFFREY, F.; LADNER, JOHN, MICHAEL
How much AUM does Lenk Ladner Investment Solutions LLC have?
Lenk Ladner Investment Solutions LLC reported $337.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lenk Ladner Investment Solutions LLC?
Disclosed owners and executives of Lenk Ladner Investment Solutions LLC include LENK, GEOFFREY, F., LADNER, JOHN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.