South Lane Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,600,000
Clients
32
Advisors
1
of 1 employees
About
South Lane Wealth Management LLC provides fee-based wealth management and ongoing portfolio management for individuals and small businesses, and it also offers pension consulting and 401(k) plan sponsorship for employer-sponsored plans. The firm manages both qualified and non-qualified accounts and makes available private lending opportunities and investments in privately held closed‑end funds for commercial real estate.
The firm documents client objectives and constraints in a written Investment Policy Statement and typically manages accounts on a discretionary basis with monthly reviews. Its analytical approach combines charting, fundamental and technical analysis, and it employs a range of strategies from long‑term investing to short‑term trading and options writing using equities, bonds, ETFs and REITs.
Compared with many solo independent advisers, South Lane provides institutional-type services by advising and monitoring pension and profit‑sharing plans and recommending money managers and other plan service providers. The firm’s principal is also licensed to sell insurance products (including term and whole life, universal and variable life, long‑term care, and annuities) and the firm originates private loans and participates in private real‑estate investments, activities disclosed as potential conflicts to be managed alongside its advisory services.
Client services
Expertise
Fee options
1.00% annually for Investment Supervisory Services; 0.75% annually for Multi-Employee 401k Fee
Fee-only: Fees are charged as a percentage of assets under management, no commissions accepted
Main office
Ringoes NJ
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
South Lane Advisors LLC · South Lane Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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