S
South Lane Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,600,000
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
34% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$1,331,250
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
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Options & derivatives strategies
Real estate investing
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 location
South Lane Wealth Management LLC
Ringoes NJ, United States
Number of offices
1
Most active in
South Lane Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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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