CRD: 291381
Lanes Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
About Lanes Wealth Management LLC
LANES Wealth Management (Irvine, CA) helps individuals and families prepare for retirement with personalized financial planning and investment management, aligning portfolios and retirement accounts to long-term goals and risk tolerance. Investment implementation includes ETFs, mutual funds, and fixed income allocations. Custody relationships include Charles Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TOMMY SAI LAU
Chief Compliance Officer, Managing Member, Personal Banker
- CRD
- #4995895
- Ownership
- 50% but less than 75%
JASON BRYAN OWYANG
Managing Member, Managing Partner
- CRD
- #4674589
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,037,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,037,521 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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