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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lantern Wealth Advisors have?","answer":"Lantern Wealth Advisors has 26 investment adviser representatives registered with state securities authorities, out of 26 employees, and 26 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lantern Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Lantern Wealth Advisors’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 9% cash and equivalents, 7% state and local bonds, 4% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lantern Wealth Advisors?","answer":"Lantern Wealth Advisors is owned through holding companies by Mark Eisenberg, Lawrence Herold, Keith Lanton and Wendy Sheftel. Its direct owners are Markpet, LLC (10% to 25%) and Percheron Asset Management Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lantern Wealth Advisors get paid?","answer":"Lantern Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lantern Wealth Advisors?","answer":"Lantern Wealth Advisors’ main office is at 35 Pinelawn Road, Suite 101e, Melville, NY 11747. Its phone number is 631-454-2000. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}