Joshua Lynn Lang

4 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Significant Wealth Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

1,396 clients

Average Client Portfolio

$178K average

Assets Under Management

$248.0M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1M+	0.75%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

North Port, FL

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History

Regulatory History (1)

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Financial

June 2020

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joshua is a life insurance agent with Highland Capital Brokerage since 2019, dedicating nearly full-time hours to selling life insurance and fixed annuity products. He is also an independent life insurance agent with Mutual Trust Life since 2021, spending about a quarter of his time on this activity.

Employment History

Current Registrations

Significant Wealth Partners LLC

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Brookstone Capital Management LLC

August 2020 - November 2020 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.