# Lane Family Wealth Management

> Lane Family Wealth Management is an SEC-registered investment advisory firm in North Liberty, IA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 337964
- Filed as: LANE FAMILY WEALTH MANAGEMENT
- Legal name: EN Enterprises, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Liberty, IA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337964
- AdvisorCensus page: https://advisorcensus.com/firm/lane-family-wealth-management-north-liberty-ia-337964

## Quick answers

**How is Lane Family Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lane Family Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Lane Family Wealth Management located?**
Lane Family Wealth Management's principal office is in North Liberty, IA, according to its Form ADV.

**Is Lane Family Wealth Management registered with the SEC or a state?**
Lane Family Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337964.

**How much does Lane Family Wealth Management manage?**
Lane Family Wealth Management reports $142,735,811 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Lane Family Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (53).

**Which custodians does Lane Family Wealth Management use?**
Lane Family Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lane Family Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337964

**Does Lane Family Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is no account minimum for any of LFWM’s services."

**What changed in Lane Family Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $142,735,811.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> There is no account minimum for any of LFWM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $142,735,811
- Discretionary: $142,735,811
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $31,264,646 |
| High net worth individuals | 53 | $110,465,104 |
| Charitable organizations | Fewer than 5 | $795,601 |
| Other investment advisers | Fewer than 5 | $210,460 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, IL, KY, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lanefamilywm.com](https://lanefamilywm.com)

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $142,735,811.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lane Family Wealth Management (CRD 337964): Form ADV filing data as of October 2026.