Lattice Financial

Lattice is an early-stage crypto venture fund that helps founders build sustainable foundations. | In an industry built on open-source software, partnerships...

Lattice Financial

Lattice is an early-stage crypto venture fund that helps founders build sustainable foundations. | In an industry built on open-source software, partnerships and community are the only sustainable moat. Lattice helps supercharge Web3 companies through new growth playbooks.

Website

latticefinancial.net

linkedin.com/company/latticefund

General information

Firm type

Private Equity

Year founded

—

AUM

Undisclosed

Location

Region

Latin America

Country

United States

City

Charlotte

Corporate office

Charlotte, North Carolina, United States

Principals

Seth B. Mullikin

Founder

What service lines does Lattice Financial offer?

The firm offers three service lines: project-based financial planning, comprehensive financial planning, and investment management. All services are provided on a fee-only basis. The practice does not sell commission-based products.

Is Lattice Financial a single-family office or an RIA?

Lattice Financial is a fee-only registered investment advisor (RIA), not a family office. It was founded by Seth B. Mullikin to provide fiduciary financial planning to individual clients. The firm does not manage pooled capital or operate as a private investment vehicle.

Who runs investment decisions at Lattice Financial?

Seth B. Mullikin, a CERTIFIED FINANCIAL PLANNER™ and the firm's founder, runs all investment and planning decisions. He is a former attorney and a Vanguard alumnus. The firm lists no additional investment staff or committee structure.

What investment strategies does Lattice Financial manage?

The firm provides investment management as a standalone offering and as part of its comprehensive financial planning service. It emphasizes tax-efficient portfolio construction. The website does not specify the asset classes, vehicles, or benchmarks it uses.

Does Lattice Financial have a minimum account size or net-worth requirement?

The firm's public materials do not state a minimum account size or net-worth threshold. Its prior work at Vanguard and ROL Advisor suggests comfort with a range of client profiles, but any specific minimum is not disclosed online.

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