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LANCE PARKER WEALTH MANAGEMENT
ADVISOR LANCE, LLC
CRD 158251
1042 PACIFIC STREET, SUITE C, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-781-2778
Fax
805 546-8276
Registration
— (—)
Source
State registered
Total AUM
$37.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $15.8M |
| High net worth individuals | 10 | $13.5M |
| Charitable organizations | 1 | $7.1M |
| Corporations/business entities | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD