Lane Family Wealth Management: new SEC registration, $143M AUM, North Liberty, IA
Lane Family Wealth Management (North Liberty, Iowa): new SEC registration, $143M AUM, North Liberty, IA. Its amount of 143 is above the median of 134 (54th percentile). Dated 349 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 143 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related IA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lane Family Wealth Management |
| Legal name | En Enterprises, LLC |
| CRD | 337964 |
| Status | Approved |
| Registered with the SEC | 2025-11-20 |
| Latest Form ADV filing | 2026-03-13 |
| Location | North Liberty, IA, United States |
| Regulatory AUM | $142,735,811 |
| Accounts | 205 |
| Employees | 2 |
| Website | https://www.lanefamilywm.com/ |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (7 IA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IA first): Van Diest Capital · Keystone Wealth Management · Bsc Capital Partners, LLC · Visionx Wealth Partners · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Lane Family Wealth Management and 7 Iowa peers
- Iowa NewRiaPulse records like this one: 7
- Lane Family Wealth Management's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Iowa peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $143M under management.
- Website on file.
What is the NewRiaPulse record for Lane Family Wealth Management in North Liberty, Iowa?
Lane Family Wealth Management received SEC registration as an investment adviser (2025-11-20) with $142,735,811 in regulatory assets under management, based in North Liberty, IA.
How does Lane Family Wealth Management compare to other Iowa NewRiaPulse records?
Its amount of 143 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 349 days old; check the official source for later updates before acting.
Lane Family Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lane Family Wealth Management | North Liberty, IA | 143 | 54th | 2025-11-20 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Iowa NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.