# LATTICE STRATEGIES LLC

LATTICE STRATEGIES LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 130373
- Type: SEC-registered investment adviser
- SEC file number: 801-63451
- Location: 690 LEE ROAD, WAYNE, PA, 19087
- Phone: 610-386-1801
- Latest filing: 2026-06-10
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 368
- Accounts: 7

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Gregory A Frost | SENIOR MANAGING DIRECTOR, PRESIDENT AND CHAIRMAN OF THE BOARD | Wayne, PA |
| Joseph Gary Melcher | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Walter Francis Garger | MANAGING DIRECTOR AND GENERAL COUNSEL | — |
| Vernon Joseph Meyer | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Ernie Clark Overholt | VICE PRESIDENT, CHIEF OPERATIONS OFFICER | — |
| Amy Nicole Furlong | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | — |
| LEE PATRICK Y | COO, CHIEF COMPLIANCE OFFICER | — |
| LUCAS RUSSELL JAMES | MANAGER, BOARD MEMBER; MANAGING MEMBER; MANAGING MEMBER, DIRECTOR | — |
| DUHAMEL WILLIAM FRANCIS | MANAGER, MEMBER | — |
| MOMENT JASON ERWIN | MANAGER; TRUSTEE | — |
| SCHWAB CHARLES ROBERT | MANAGER; MEMBER | — |
| GARGER WALTER FRANCIS | MANAGING DIRECTOR AND GENERAL COUNSEL | — |
| DRAKE DANIEL WILLIAM | MEMBER | — |
| FOGLE STEPHEN ANDREW | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| CEVALLOS MAURICIO FERNANDO | MEMBER | — |
| BRYAN JOHN MAXWELL | GENERAL PARTNER | — |
| DIAS DAVID | MASTER TRUSTEE | — |
| PANT ASHISH HARISHCHANDRA | MANAGER, MEMBER | — |
| MELCHER JOSEPH GARY | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| COMPTON KEVIN | BOARD MEMBER; DIRECTOR; PARTNER | — |
| MACKENZIE DOUGLAS | PARTNER | — |
| SCLAVOS STRATTON | MEMBER | — |
| WHISTON MARK BRADLEY | BOARD MEMBER; DIRECTOR | — |
| KINGSTON JOHN | BOARD MEMBER; DIRECTOR | — |
| MEYER VERNON JOSEPH | SENIOR VICE PRESIDENT - INVESTMENTS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130373/similar
- Related entities: https://search.stillhousedata.com/firm/130373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130373

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.