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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-19-2016
- Office Locations
- 1
Office Locations
About Lukas Total Wealth
Lukas Total Wealth is an Arkansas-based retail RIA focused on helping pre-retirees and retirees plan for a high-quality retirement. The firm pairs portfolio management with comprehensive planning (tax, estate/legacy, insurance) through its T.H.R.I.V.E. Planning Process. Portfolios skew heavily to ETFs, with custody support including Charles Schwab.
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 5 advisory representatives and 381 clients, or 76.2 clients per representative. That equates to $262.8K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
DAVID ANDREW LUKAS
Advisor, President
- CRD
- #4619433
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Devon Riley Alpe
Paraplanner
- CRD
- #7139021
Austin Joshua Eldon Boots
Retirement Planner
- CRD
- #6503135
Showing 2 of 6 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,131,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,131,165 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lukas Total Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.