Lane Family Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$142,735,811
Total clients
202
26% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
202
Average account size
$706,613
About
Lane Family Wealth Management provides ongoing portfolio management to individuals, high‑net‑worth individuals, and corporations or business entities, tailoring an Investment Policy Statement to each client’s goals, tax situation, and risk tolerance. The firm delivers both discretionary and non‑discretionary advisory services and generally focuses on mutual funds, fixed income, real estate funds (including REITs), annuities, equities, ETFs (including precious‑metal ETFs), and inflation‑protected bonds.
The firm’s investment process uses a mix of charting, cyclical, fundamental, and technical analysis and applies both long‑term and short‑term trading strategies while documenting risk tolerance and reviewing accounts monthly. Lane Family Wealth Management typically requests discretionary trading authority and provides clients with monthly custodian statements and quarterly written reports.
Notable features include industry affiliations and outside business activities: principals are registered representatives of Private Client Services, LLC and are licensed insurance agents who may offer commissionable insurance or annuity products, a relationship the brochure identifies as a potential conflict of interest. The firm requires clients to use Charles Schwab Institutional for custody, does not aggregate block trades across accounts, recently acquired another advisory business, and manages over $140 million of discretionary assets under a single‑advisor supported model.
Client services
Portfolio management
Expertise
Private / alternative investments
Annuities
Fee options
$0 - $24,999: up to 1.00% $25,000 - $999,999: up to 1.00% $1,000,000+: up to 1.00%
Commissions received from sale of investment products are outside compensation and not the primary source of compensation
Main office location
Lane Family Wealth Management
595 Ashley Ct, Ste 2
North Liberty IA 52317, United States
Number of offices
1
Most active in
Lane Family Wealth Management has reported serving >5 clients in these states in the last 12 months.
Illinois · Iowa · Kentucky · Louisiana · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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