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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Beacon summitGlacier
- Established Date
- 12-09-2021
- Office Locations
- 1
Office Locations
About Lucey Wealth Advisors LLC
Lucey Wealth Advisors is a Sebastopol, CA firm serving affluent retirees and families with conservative investment planning alongside insurance-based retirement income, asset protection, extended care solutions, and legacy/estate planning. Led by Michael Lucey (insurance planning since 1989), the practice focuses on managing market volatility and tax exposure, including a Kai-Zen tax-advantaged retirement strategy and Morningstar portfolio analysis.
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Investment Themes
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Owner & Executives
MICHAEL THOMAS LUCEY
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #3260632
- Ownership
- 75% or more
Craig Alexander Lucey
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #8071538
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,264,001,437 | 100.0% |
| Total | $1,264,001,437 | 100.0% |