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LANE HIPPLE - WEALTH MANAGEMENT GROUP

MOORESTOWN, NJ · CRD 165321 · IAPD ↗ · 856-638-1855

$418.5MRegulatory AUM
5Advisory reps
8Employees
4Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — LANE HIPPLE - WEALTH MANAGEMENT GROUP (MOORESTOWN, NJ) left the SEC roster (was $418.5M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — LANE HIPPLE - WEALTH MANAGEMENT GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — LANE HIPPLE - WEALTH MANAGEMENT GROUP reported RAUM up 33% ($313.9M -> $418.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — LANE HIPPLE - WEALTH MANAGEMENT GROUP notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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