CRD: 337964
Lane Family Wealth Management
$142.7M Total AUM
$142.7M Disc. AUM
-- 3Y CAGR
2 Employees
202 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
595 Ashley CT STE 2 North Liberty IA
About Lane Family Wealth Management
Lane Family Wealth Management is a North Liberty-based RIA. The firm has been operating for 1 years. Managing $142.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$71.4M AVG AUM / ADVISOR
$706.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID PATRICK SENKYR
President
- CRD
- #4311689
- Ownership
- 75% or more
Available
Available
Available
REBECCA ANN BAEDKE
Chief Compliance Officer
- CRD
- #4055455
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,735,811 | $696,272 |
| Non-Discretionary | $0 | -- |
| Total | $142,735,811 | $696,272 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing