Eric
Lanier
Wealthtech Partners LLC
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About this Advisor
Eric Lanier is a financial advisor who works out of Pasadena, California with 1 year of relevant experience. Lanier is currently employed by Wealthtech Partners LLC. Their career trajectory has included roles at Edward Jones, Canyon Crest Athletic Club, On-Line Bookkeeping Solutions, Tgi Friday'S, Woodcrest Christian Schools, Vna California, Apartment Life, Home Care Assistance and Wealthtech Partners LLC. Lanier has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Wealthtech Partners LLC is a registered investment firm that has its headquarters in Pasadena, CA. The company has offices in two locations and a total of seven financial advisors. It has $102 million in assets across its 636 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 636 accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which service is provided. Fees billed by Wealthtech Partners LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthtech Partners LLC Brokerage Details
$102,410,948
7
636
$161,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Lanier Work History
Eric has been registered as a financial advisor for 1 years.*
Wealthtech Partners LLC
Edward Jones
Home Care Assistance
On-Line Bookkeeping Solutions
Vna California
Apartment Life
Tgi Friday'S
Woodcrest Christian Schools
Canyon Crest Athletic Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Lanier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthtech Partners LLC
Clyde Hill, WA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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