Updated:
AVINCI Wealth Management
Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California, founded by Lindahl Lucas. The firm coordinates...
AVINCI Wealth Management
Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California, founded by Lindahl Lucas. The firm coordinates investment management, tax planning, retirement income, estate planning, and insurance into one integrated Retirement Blueprint for pre-retirees and retirees. It is registered as an investment adviser in California, Arizona, Illinois, Texas, and Nevada.
General information
Firm type
RIA
Location
City
Valencia
Principals
Lindahl Lucas
Founder and Investment Adviser Representative
Frequently asked questions
Who runs investment decisions at AVINCI Wealth Management?
No investment decision-makers have been publicly identified for AVINCI Wealth Management. The firm does not maintain a website or LinkedIn presence, and no regulatory filings naming principals have surfaced. The decision-making structure remains entirely private.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: