Lanes Wealth Management LLC
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About
Lanes Wealth Management LLC provides discretionary asset management and ongoing portfolio supervision primarily to individual and high‑net‑worth clients, including advice related to retirement‑plan rollovers. The firm manages approximately $73 million for a small client base and delivers investment implementation and reporting through qualified custodians.
The firm’s investment approach emphasizes value‑oriented, long‑term equity selection combined with tactical and strategic asset allocation, and it may employ option writing and value‑oriented special situations. Lanes Wealth uses a mix of fundamental, technical and cyclical analysis, tailors portfolios to client‑specific restrictions (including the option to exclude concentrated holdings), and acknowledges fiduciary responsibilities when advising on ERISA rollovers.
Notably, Lanes Wealth offers performance‑based fee arrangements for qualified clients — an uncommon practice among similar supported firms — and has written policies (including the use of a high‑water‑mark and procedures to address side‑by‑side management) to mitigate related conflicts of interest. The two‑advisor team and limited client roster support individualized account oversight and formalized controls for proxy voting, trade errors, and compliance.
Client services
Expertise
Fee options
Up to 10.00% of capital appreciation, charged semi-annually, with a high water mark
Main office
2102 Business Center Drive, Suite 130
Irvine CA 92612
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Advisors at this firm
Tommy L
CFP®, Series 66
Irvine, CA
Lanes Wealth Management LLC
Tommy Lau is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Fidelity Investments for 10 years and Securities America, Inc. for one year before joining Lanes Wealth Management LLC, where he has been since 2017. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.
Jason O
CFP®, Series 66
Irvine, CA
Lanes Wealth Management LLC
Jason Owyang is a CFP® professional with 22 years of industry experience. He has worked at Fidelity Investments and Securities America, Inc. before joining Lanes Wealth Management LLC, where he has been since 2017. He holds the Series 66 designation and is based in Irvine, CA. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.
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