Lucey Wealth Advisors LLC

Lucey Wealth Advisors LLC (CRD# 317601) is a financial advisory firm headquartered in , . They manage $10,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.luceywealthadvisors.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lucey Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Lucey, financial advisor Sebastopol CA
Michael T. Lucey
CRD#: 3260632
Sebastopol, CA

Michael Lucey (CRD# 3260632) is an Investment Advisor Representative working at Lucey Wealth Advisors LLC in Sebastopol, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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