LANTERN WEALTH ADVISORS, LLC
CRD #147420 SEC #801-79035 MELVILLE, NY 631-454-2000
SEC Registered
Total AUM
$265.5M
Discretionary
$258M
Employees
20
Clients
0
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $265.5M | $258M | $7.5M | 20 | 0 |
| Jun 2025 | $265.5M | $258M | $7.5M | 20 | 0 |
| Mar 2025 | $265.5M | $258M | $7.5M | 20 | 0 |
| Mar 2024 | $228M | $222.8M | $5.1M | 14 | 0 |
| Mar 2023 | $174.6M | $170.4M | $4.2M | 14 | 0 |
| Oct 2022 | $166.2M | $161.4M | $4.8M | 10 | 0 |
| Mar 2022 | $166.2M | $161.4M | $4.8M | 10 | 0 |
| Mar 2021 | $151.2M | $147M | $4.2M | 13 | 0 |
| Dec 2020 | $117.6M | $117.3M | $227.7K | 13 | 0 |
| Jun 2020 | $117.6M | $117.3M | $227.7K | 13 | 0 |
| Mar 2020 | $117.6M | $117.3M | $227.7K | 13 | 0 |
| Jun 2019 | $94.9M | $94.7M | $214.7K | 10 | 0 |
| Apr 2019 | $94.9M | $94.7M | $214.7K | 10 | 0 |
| Mar 2019 | $94.9M | $94.7M | $214.7K | 10 | 0 |
| Jan 2019 | $92.1M | $91.9M | $179.8K | 9 | 0 |
| Jan 2019 | $92.1M | $91.9M | $179.8K | 9 | 0 |
| Sep 2018 | $92.1M | $91.9M | $179.8K | 9 | 0 |
| May 2018 | $92.1M | $91.9M | $179.8K | 9 | 0 |
| Mar 2018 | $92.1M | $91.9M | $179.8K | 9 | 0 |
| Jul 2017 | $61.4M | $61.3M | $107.4K | 5 | 26 |
| Jul 2017 | $61.4M | $61.3M | $107.4K | 5 | 26 |
| Jun 2017 | $61.4M | $61.3M | $107.4K | 5 | 26 |
| Mar 2017 | $61.4M | $61.3M | $107.4K | 5 | 26 |
| Mar 2016 | $57.9M | $57.8M | $54.4K | 6 | 26 |
| Jan 2016 | $85M | $85M | $0 | 8 | 150 |
| Jul 2015 | $85M | $85M | $0 | 8 | 150 |
| Jul 2015 | $85M | $85M | $0 | 8 | 150 |
| Jul 2015 | $85M | $85M | $0 | 8 | 150 |
| Mar 2015 | $85M | $85M | $0 | 8 | 150 |
| Jan 2015 | $54M | $43.1M | $10.9M | 14 | 11 |
| Dec 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Jul 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Jul 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| May 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| May 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Apr 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Apr 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Mar 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Mar 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Jan 2014 | $54M | $43.1M | $10.9M | 14 | 11 |
| Dec 2013 | $54M | $43.1M | $10.9M | 14 | 11 |
DateJun 2025
Total AUM$265.5M
Discretionary$258M
Non-Disc.$7.5M
Employees20
Clients0
DateJun 2025
Total AUM$265.5M
Discretionary$258M
Non-Disc.$7.5M
Employees20
Clients0
DateMar 2025
Total AUM$265.5M
Discretionary$258M
Non-Disc.$7.5M
Employees20
Clients0
DateMar 2024
Total AUM$228M
Discretionary$222.8M
Non-Disc.$5.1M
Employees14
Clients0
DateMar 2023
Total AUM$174.6M
Discretionary$170.4M
Non-Disc.$4.2M
Employees14
Clients0
DateOct 2022
Total AUM$166.2M
Discretionary$161.4M
Non-Disc.$4.8M
Employees10
Clients0
DateMar 2022
Total AUM$166.2M
Discretionary$161.4M
Non-Disc.$4.8M
Employees10
Clients0
DateMar 2021
Total AUM$151.2M
Discretionary$147M
Non-Disc.$4.2M
Employees13
Clients0
DateDec 2020
Total AUM$117.6M
Discretionary$117.3M
Non-Disc.$227.7K
Employees13
Clients0
DateJun 2020
Total AUM$117.6M
Discretionary$117.3M
Non-Disc.$227.7K
Employees13
Clients0
DateMar 2020
Total AUM$117.6M
Discretionary$117.3M
Non-Disc.$227.7K
Employees13
Clients0
DateJun 2019
Total AUM$94.9M
Discretionary$94.7M
Non-Disc.$214.7K
Employees10
Clients0
DateApr 2019
Total AUM$94.9M
Discretionary$94.7M
Non-Disc.$214.7K
Employees10
Clients0
DateMar 2019
Total AUM$94.9M
Discretionary$94.7M
Non-Disc.$214.7K
Employees10
Clients0
DateJan 2019
Total AUM$92.1M
Discretionary$91.9M
Non-Disc.$179.8K
Employees9
Clients0
DateJan 2019
Total AUM$92.1M
Discretionary$91.9M
Non-Disc.$179.8K
Employees9
Clients0
DateSep 2018
Total AUM$92.1M
Discretionary$91.9M
Non-Disc.$179.8K
Employees9
Clients0
DateMay 2018
Total AUM$92.1M
Discretionary$91.9M
Non-Disc.$179.8K
Employees9
Clients0
DateMar 2018
Total AUM$92.1M
Discretionary$91.9M
Non-Disc.$179.8K
Employees9
Clients0
DateJul 2017
Total AUM$61.4M
Discretionary$61.3M
Non-Disc.$107.4K
Employees5
Clients26
DateJul 2017
Total AUM$61.4M
Discretionary$61.3M
Non-Disc.$107.4K
Employees5
Clients26
DateJun 2017
Total AUM$61.4M
Discretionary$61.3M
Non-Disc.$107.4K
Employees5
Clients26
DateMar 2017
Total AUM$61.4M
Discretionary$61.3M
Non-Disc.$107.4K
Employees5
Clients26
DateMar 2016
Total AUM$57.9M
Discretionary$57.8M
Non-Disc.$54.4K
Employees6
Clients26
DateJan 2016
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees8
Clients150
DateJul 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees8
Clients150
DateJul 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees8
Clients150
DateJul 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees8
Clients150
DateMar 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees8
Clients150
DateJan 2015
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateDec 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateJul 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateJul 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateMay 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateMay 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateApr 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateApr 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateMar 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateMar 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateJan 2014
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11
DateDec 2013
Total AUM$54M
Discretionary$43.1M
Non-Disc.$10.9M
Employees14
Clients11