Lane Family Wealth Management
Lane Family Wealth Management is an SEC-registered mass-market adviser in North Liberty, IA with $142.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lane Family Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337964, SEC 801-134759, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $142.7M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- North Liberty, IA
- Employees
- 2
- Clients
- 202
- CRD
- 337964
- Ownership
- BAEDKE, REBECCA, ANN; SENKYR, DAVID, PATRICK
How much AUM does Lane Family Wealth Management have?
Lane Family Wealth Management reported $142.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Lane Family Wealth Management?
Disclosed owners and executives of Lane Family Wealth Management include BAEDKE, REBECCA, ANN, SENKYR, DAVID, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.