CRD: 158251
Lance Parker Wealth Management
$37.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 09-02-2011
- Office Locations
- 1
Office Locations
1042 Pacific Street Suite C SAN Luis Obispo CA
About Lance Parker Wealth Management
Lance Parker Wealth Management is an independent, fee-only RIA in San Luis Obispo, CA led by Lance Parker (AIF, CFS). The firm provides life and retirement planning, behavioral finance, and ongoing investment management. Portfolios are implemented primarily with public funds and ETFs, with custody at Charles Schwab and Fidelity.
Team overview
-- AVG AGE
$37.5M AVG AUM / ADVISOR
$544.2K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Beacon horizon Summit optima
Custodian
Zenith Eagle radial Horizon horizon
Fund Managers
Meridian
Investment Themes
Quantum catalyst Eagle legacy Pioneer
Investment Vehicles
Insight eagle
Platform
Crest peak
Services
Wave momentum Wave radial Foundation pathway Meridian Meridian Foundation
Technology
Vector focus
Owner & Executives
L
LANCE PAUL PARKER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2499638
- Ownership
- 75% or more
(451) 922-7519
alpha.fusion@elementcapital.com
in linkedin.com/in/zenith-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $37,550,000 | -- |
| Total | $37,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,550,000
Public Funds:
17.7% Equity - Exchange:
66.1% Cash:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,997,272 | 17.7% |
| Equity - Exchange | $2,849,385,292 | 66.1% |
| Cash | $698,336,486 | 16.2% |
| Total | $4,310,719,050 | 100.0% |