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Joshua Lynn Lang

Investment adviser representative at Significant Wealth Partners LLC
6 yearsExperience
1 stateRegistered in
$126.1MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

6 years in the industry.

  1. Significant Wealth Partners LLCDec 2020 to now
  2. Mutual Trust LifeJan 2021 to Jun 2022
  3. Brookstone Capital Management LLCAug 2020 to Nov 2020
  4. Highland Capital BrokerageSep 2019 to Jul 2022
  5. The Achievement GroupJun 2019 to Sep 2019
  6. Modern Woodmen of AmericaMay 2018 to May 2019
  7. Iss Action IncJun 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (IL).

Significant Wealth Partners LLC

$126.1MAssets managed
851Clients
3Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7088559
Firm CRD
293060
Advisor's SEC record (opens in a new tab)
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