LANES WEALTH MANAGEMENT LLC

LANES WEALTH MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 291381). Regulatory assets under management: $73.0M.

Registration

• CRD: 291381
• Type: Registered investment adviser
• Location: 2102 BUSINESS CENTER DRIVE, IRVINE, CA, 92612
• Phone: 949-436-8578
• Latest filing: 2026-03-06
• Regulatory AUM: $73.0M
• Discretionary AUM: $73.0M
• Clients: 2
• Accounts: 132

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291381 on SEC IAPD (source of record)
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