Eric
Lanier
Wealthtech Partners LLC
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About this Advisor
Eric Lanier is a financial advisor based in Pasadena, California, working with Wealthtech Partners LLC. Eric has previously held positions at Edward Jones, Canyon Crest Athletic Club, On-Line Bookkeeping Solutions, Tgi Friday's, Woodcrest Christian Schools, Vna California, Apartment Life, Home Care Assistance, Wealthtech Partners LLC, and Kaplan. Eric has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Eric is part of Wealthtech Partners LLC, which operates out of Pasadena, California. The firm has 1 office and 5 employees. The firm manages assets totaling $115.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wealthtech Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthtech Partners LLC Brokerage Details
$115,190,534
5
670
$171,926
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
Kaplan
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
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
Pasadena, CA
Pasadena, CA
Pasadena, CA
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