# Lattice Financial

Lattice Financial is a Private Equity based in Charlotte, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Charlotte, United States
- **Region:** Latin America
- **Address:** Charlotte, North Carolina, United States
- **Assets under management:** Undisclosed
- **Website:** latticefinancial.net
- **LinkedIn:** https://www.linkedin.com/company/latticefund

## Regulatory record

- **CRD number:** 141860
- **SEC file number:** 802-134146
- **Registration status:** Exempt Reporting Adviser (SEC) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** Yes

## About

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.

## People

- Seth B. Mullikin — Founder

## Questions

### 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.

### 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.

## Related profiles

- [Lateral Capital Ventures](https://altss.com/profile/lateral-capital-ventures)
- [Launch It Capital](https://altss.com/profile/launch-it-capital)

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Updated: 2026-10-23T22:24:16.903Z

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