LANCE PARKER WEALTH MANAGEMENT

LANCE PARKER WEALTH MANAGEMENT of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 158251). Regulatory assets under management: $37.5M.

Registration

• CRD: 158251
• Type: Registered investment adviser
• Location: 1042 PACIFIC STREET, SAN LUIS OBISPO, CA, 93401
• Phone: 805-781-2778
• Latest filing: 2026-04-10
• Regulatory AUM: $37.5M
• Non-discretionary AUM: $37.5M
• Clients: 1
• Accounts: 152

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search