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LATTICEWORK CAPITAL MANAGEMENT LLC

DALLAS, TX · CRD 281690 · IAPD ↗ · latticeworkcapital.com · 917-676-6742

$705.1MRegulatory AUM
10Advisory reps
12Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — LATTICEWORK CAPITAL MANAGEMENT LLC reported RAUM up 29% ($521.2M -> $671.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — LATTICEWORK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($383.2M -> $521.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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