Lantern Wealth Advisors, LLC
● SEC registered since 2014CRD 147420SEC# 801-79035Melville, NY
Reg. AUM
$319.9M
Employees
26
Accounts
398
Location
Melville, NY
Lantern Wealth Advisors, LLC assets under management
Lantern Wealth Advisors, LLC is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2014. It reports $319.9 million in regulatory assets under management and employs 26 people.
Lantern Wealth Advisors, LLC owners & executives
9 reported| 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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lantern Wealth Advisors, LLC manage?
Lantern Wealth Advisors, LLC reports $319.9 million in regulatory assets under management on its Form ADV.
How many employees does Lantern Wealth Advisors, LLC have?
Lantern Wealth Advisors, LLC reports 26 employees.
Where is Lantern Wealth Advisors, LLC located?
Lantern Wealth Advisors, LLC is based in Melville, NY and has been SEC-registered since 2014.
Does Lantern Wealth Advisors, LLC disclose fund performance?
Lantern Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$319.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$319.9Mregulatory AUM
Discretionary $306.9MNon-discretionary $13M