This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
About Luchini Financial LLC
Luchini Financial LLC is a retail RIA based in Altoona, PA providing transparent, goals-based financial planning and investment planning that looks beyond investments to clients’ current finances and long-term goals. The firm commonly serves business owners, entrepreneurs, and retirees, with portfolios implemented primarily via ETFs. Custody includes Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $606.1K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Luchini Financial LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Luchini Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD R. LUCHINI
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5345350
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Luchini Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.