Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC is an SEC-registered wealth manager in Melville, NY with $319.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Lantern Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147420, SEC 801-79035, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $319.9M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- Melville, NY
- Employees
- 26
- Clients
- 188
- CRD
- 147420
- Ownership
- LANTON, KEITH, MICHAEL; LANTON, BARBARA, PATRICIA; STASCO, DAPHNE JO; BERNARD HEROLD & CO., INC.; PERCHERON ASSET MANAGEMENT GROUP, INC.
How much AUM does Lantern Wealth Advisors, LLC have?
Lantern Wealth Advisors, LLC reported $319.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Lantern Wealth Advisors, LLC?
Disclosed owners and executives of Lantern Wealth Advisors, LLC include LANTON, KEITH, MICHAEL, LANTON, BARBARA, PATRICIA, STASCO, DAPHNE JO, BERNARD HEROLD & CO., INC., PERCHERON ASSET MANAGEMENT GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.