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LANE FAMILY WEALTH MANAGEMENT

NORTH LIBERTY, IA · CRD 337964 · IAPD ↗ · lanefamilywm.com · 319-535-4525

$142.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LANE FAMILY WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — LANE FAMILY WEALTH MANAGEMENT (NORTH LIBERTY, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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