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LANTERN WEALTH ADVISORS, LLC

MELVILLE, NY · CRD 147420 · IAPD ↗ · heroldlantern.com · 631-454-2000

$319.9MRegulatory AUM
26Advisory reps
26Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — LANTERN WEALTH ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
June 2026 — LANTERN WEALTH ADVISORS, LLC changed its website from lanternwa.com to heroldlantern.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2026 — LANTERN WEALTH ADVISORS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2026 — LANTERN WEALTH ADVISORS, LLC grew from 15 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — LANTERN WEALTH ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — LANTERN WEALTH ADVISORS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — LANTERN WEALTH ADVISORS, LLC reported RAUM up 31% ($174.6M -> $228.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.