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Lucey Wealth Advisors
LUCEY WEALTH ADVISORS LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 4 employees and 2...
Overview
LUCEY WEALTH ADVISORS LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 4 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Where is Lucey Wealth Advisors headquartered?
The firm operates in the United States, but its specific city and state are not publicly disclosed. No additional offices have been reported.
Who makes investment decisions at Lucey Wealth Advisors?
No named investment professionals or principals have been publicly identified for this firm. The decision-making structure is not disclosed.
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