$47.6M Total AUM
$47.6M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2019
- Office Locations
- 1
Office Locations
4610 Brainerd RD Unit 6 Chattanooga TN
About Lattice Wealth Advisors
Lattice Wealth Advisors is a Chattanooga-based RIA. The firm has been operating for 6 years. Managing $47.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$47.6M AVG AUM / ADVISOR
$366.1K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEVIN ALLEN LAMAN
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #5170111
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,586,598 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,586,598 | -- |
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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 |
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