LATTICE WEALTH ADVISORS

LATTICE WEALTH ADVISORS of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 301132). Regulatory assets under management: $47.6M.

Registration

• CRD: 301132
• Type: Registered investment adviser
• Location: 4610 BRAINERD RD, CHATTANOOGA, TN, 37411
• Phone: 423-225-2450
• Latest filing: 2026-03-26
• Regulatory AUM: $47.6M
• Discretionary AUM: $47.6M
• Clients: 1
• Accounts: 329

Business model

Compensation: % of AUM, Hourly, Fixed.

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 301132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search