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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Harbor waveBridge +more
- Established Date
- 03-07-2014
- Office Locations
- 1
Office Locations
About L Squared Wealth Management
L Squared Wealth Management is a San Diego-based RIA providing financial planning and ongoing investment management to clients nationwide. Founded by Lawrence "Larry" Lane, CFP®, the firm applies an analytical, engineering-driven approach to create individualized plans with clear action steps and aligned portfolios. A core client focus is helping technology professionals navigate goal planning, retirement planning, and investment risk management.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
LAWRENCE CRAIG LANE
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #5960293
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,142,474 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,142,474 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,142,474
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $145,010,097 | 19.2% |
| Equity - Exchange | $212,228,319 | 28.1% |
| Corporate - Investment Grade | $186,549,447 | 24.7% |
| Cash | $211,473,058 | 28.0% |
| Total | $755,260,921 | 100.0% |