$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Catalyst horizonPathway focus
- Established Date
- 11-24-2020
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Lattice Financial, LLC
Lattice Financial, LLC is a Charlotte, NC state-registered RIA providing fiduciary financial planning and investment planning, including tax, estate and insurance planning, portfolio construction, and business succession guidance. Founded by former attorney and Vanguard wealth management professional Seth Mullikin, the firm emphasizes life-centered planning and primarily builds portfolios using public funds.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$375.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier Insight unison
Custodian
Insight Alpha
Fund Managers
Value
Investment Themes
Legacy Summit signal Oak capital Harbor
Investment Vehicles
Capital focus
Platform
Focus pioneer
Services
Ridge Insight legacy Matrix Radial atlas Horizon vertex Ember Focus
Technology
Zenith capital Legacy zenith
Owner & Executives
Seth Benjamin Mullikin
Chief Compliance Officer
- CRD
- #6690756
- Ownership
- 75% or more
(729) 227-1324
atlas.alpha@summitcapital.com
in linkedin.com/in/catalyst-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,629,389 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,629,389 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,629,389
Public Funds:
21.6% Equity - Exchange:
45.2% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,678,643,009 | 21.6% |
| Equity - Exchange | $3,512,715,926 | 45.2% |
| Cash | $2,580,136,477 | 33.2% |
| Total | $7,771,495,412 | 100.0% |