AdvisorOS Directory
Claim Profile
Unclaimed Profile
DL

Diahann Wyke Lassus

LASSUS WHERLEY & ASSOCIATES, INC.·NEW PROVIDENCE, New Jersey
Clean recordLASSUS WHERLEY & ASSOCIATES, INC.
1 ACADEMY STREET, NEW PROVIDENCE, NJ 07974-1842CRD# 1642685Firm CRD# 110924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diahann Wyke Lassus · NEW PROVIDENCE, NJ
Registration
CRD #1642685 · LASSUS WHERLEY & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Diahann Wyke Lassus is a registered financial advisor based in NEW PROVIDENCE, New Jersey, affiliated with LASSUS WHERLEY & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Diahann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Diahann is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LASSUS WHERLEY & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1642685
Firm CRD# 110924
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW PROVIDENCE?

Browse all registered financial advisors in NEW PROVIDENCE, New Jersey or claim this profile if it's yours.

Browse NEW PROVIDENCE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Diahann Wyke Lassus offer?
Diahann Wyke Lassus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PROVIDENCE, New Jersey for a consultation.
What are Diahann Wyke Lassus's credentials?
Diahann Wyke Lassus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diahann Wyke Lassus located?
Diahann Wyke Lassus is based in NEW PROVIDENCE, New Jersey, working with LASSUS WHERLEY & ASSOCIATES, INC.. Their office serves clients in the NEW PROVIDENCE metropolitan area and surrounding communities.
How does Diahann Wyke Lassus charge for services?
Diahann Wyke Lassus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LASSUS WHERLEY & ASSOCIATES, INC.?
LASSUS WHERLEY & ASSOCIATES, INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LASSUS WHERLEY & ASSOCIATES, INC.

Todd Martin Poland
NEW PROVIDENCE, NJ
Clare Elizabeth Wherley
NEW PROVIDENCE, NJ
Deborah Joan Rivosa
NEW PROVIDENCE, NJ

More Advisors in NEW PROVIDENCE, New Jersey

Joseph Blake Odowd
UPLAND INVESTMENT ADVISORS, LLC·NEW PROVIDENCE, NJ
Stephen Paul Campbell
UPLAND INVESTMENT ADVISORS, LLC·NEW PROVIDENCE, NJ
Richard Craig Travia
WILDCAT ADVISORY GROUP, LLC·NEW PROVIDENCE, NJ
Robert Tilson
TILSON FINANCIAL GROUP INC·NEW PROVIDENCE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile