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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2003
- Office Locations
- 2
Office Locations
About Wellfit Financial
WellFit Financial is a Phoenix-area, fee-only RIA led by co-founders Greg Lane (CPA, ret.) and Lisa Lane. The firm builds tailored, diversified portfolios—using cost-effective ETFs per its SMA approach—with disciplined rebalancing, asset-location and tax-aware strategies designed to manage volatility and enhance growth and income beyond traditional yield sources. Includes behavioral coaching to keep clients on plan.
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Owner & Executives
GREGORY J LANE
Chief Compliance Officer, DIRECTOR, Founder, President
- CRD
- #2612708
- Ownership
- 75% or more
LISA JANE LANE
Financial Planner, Vice President
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,310,540 | -- |
| Total | $11,310,540 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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