| Name | Title | Ownership | Since |
|---|---|---|---|
| Daphne Jo Stasco Control | Chief Compliance Officer | Under 5% | 2015 |
| Keith Michael Lanton Control | President | Under 5% | 2008 |
| Markpet, LLC | Member | 10-25% | 2017 |
Lantern Wealth Advisors, LLC reports $265.5 million in regulatory assets under management on its Form ADV.
Lantern Wealth Advisors, LLC reports 20 employees.
Lantern Wealth Advisors, LLC is based in Melville, NY and has been SEC-registered since 2014.
Lantern Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 35 Pinelawn Road, Suite 101e, Melville, NY 11747 |
| Phone | 631-454-2000 |
| Fax | 631-454-2011 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $258M |
| Non-discretionary | $7.5M |
| Total (RAUM) | $265.5M |