LACHANCE WEALTH PARTNERS

LACHANCE WEALTH PARTNERS is an SEC-registered investment adviser (CRD 334912). Regulatory assets under management: $2.4M.

Registration

• CRD: 334912
• Type: Registered investment adviser
• Phone: (216) 376-3932
• Latest filing: 2026-07-27
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search