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Lane family wealth management

EST. AUM
$142,735,811

CONTACTS
4

CLIENT ACCOUNTS
205

Firm Details

Metro area Cedar Rapids
CRD Number 337964
Website lanefamilywm.com
Client types

Overview

Lane Family Wealth Management, operating under EN Enterprises, LLC, is a North Liberty, Iowa–based registered investment adviser focused on delivering holistic, goals-based financial planning and advisory services to individuals and families. The firm provides personalized guidance in retirement planning, insurance strategies, wealth preservation, and investment consulting. With a boutique structure and a client-first approach, Lane Family Wealth Management emphasizes education, transparency, and disciplined planning to help clients make informed financial decisions. Although currently reporting zero regulatory assets under management, the firm centers its offering on developing customized financial plans and long-term relationships built on trust, clarity, and professional support.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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