# LANTERN WEALTH ADVISORS, LLC

LANTERN WEALTH ADVISORS, LLC of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 147420
- Type: SEC-registered investment adviser
- SEC file number: 801-79035
- Location: 35 PINELAWN ROAD, SUITE 101E, MELVILLE, NY, 11747
- Phone: 631-454-2000
- Latest filing: 2026-05-13
- Regulatory AUM: $319.9M
- Discretionary AUM: $306.9M
- Non-discretionary AUM: $13.0M
- Clients: 26
- Accounts: 398

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence Stephen Herold | OWNER | — |
| Keith Michael Lanton | OWNER; PRESIDENT | — |
| Wendy Diane Sheftel | ASSOCIATE COMPLIANCE OFFICER; OWNER | — |
| Daphne Jo Stasco | CHIEF COMPLIANCE OFFICER | — |
| Mark M Eisenberg | MEMBER | — |
| STASCO DAPHNE JO | CHIEF COMPLIANCE OFFICER | — |
| HEROLD LAWRENCE STEPHEN | OWNER; PRESIDENT | — |
| HEROLD PAULA MARGARET | DIRECTOR; OWNER | — |
| EISENBERG MARK M | MANAGING MEMBER; MEMBER | — |
| LANTON KEITH MICHAEL | MANAGING MEMBER; OWNER; PRESIDENT | — |
| SHEFTEL WENDY DIANE | ASSOCIATE COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LANTON BARBARA PATRICIA | MEMBER | — |
| WISNIEWSKI MARTIN JOSEPH | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147420/similar
- Related entities: https://search.stillhousedata.com/firm/147420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147420

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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.