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Lucey Wealth Advisors
LUCEY WEALTH ADVISORS LLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 4 employees and 2...
Lucey Wealth Advisors
LUCEY WEALTH ADVISORS LLC is an SEC-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
Is Lucey Wealth Advisors a single-family office or a multi-family office?
Lucey Wealth Advisors is structured as a multi-family office, registered as an RIA in the United States. It serves a small group of families, though the exact number is not publicly disclosed.
What asset classes does Lucey Wealth Advisors typically invest in?
Based on its RIA structure, the firm likely allocates across public equities, fixed income, and alternative assets such as private equity and real estate. Specific allocation targets are not public.
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.
Does Lucey Wealth Advisors publicly disclose its AUM?
No. The firm does not disclose its assets under management, team size, or named principals. It maintains a private profile consistent with many family offices.
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.
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.
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