SOUTH LANE WEALTH MANAGEMENT LLC

SOUTH LANE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 167439). Regulatory assets under management: $53.1M.

Registration

• CRD: 167439
• Type: Registered investment adviser
• Phone: 609-468-9010
• Latest filing: 2026-01-12
• Regulatory AUM: $53.1M
• Discretionary AUM: $42.6M
• Non-discretionary AUM: $10.5M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search