Tech stack
No one at Lantern Wealth Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $122M held · filed Mar 2024
Pershing
Per Form ADV · $80M held · filed Mar 2024
Interactive Brokers
Per Form ADV · $26M held · filed Mar 2024