$100.1M Total AUM
$100.1M Disc. AUM
-- 3Y CAGR
5 Employees
381 ADV. Clients
10 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- FrontierDelta focus
- Established Date
- 01-19-2016
- Office Locations
- 1
Office Locations
9792 Maumelle Blvd North Little Rock AR
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.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$262.8K AVG AUM / CLIENT
4.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pathway oak Wave
Custodian
Value Pathway meridian
Investment Themes
Quantum harbor Timber beacon Ember unison
Investment Vehicles
Timber
Platform
Harbor beacon
Services
Meridian delta Momentum oak Summit bridge Element delta Radial Catalyst pathway Glacier Focus quantum Frontier North
Technology
Beacon Zenith momentum
Owner & Executives
DAVID ANDREW LUKAS
Advisor, President
- CRD
- #4619433
- Ownership
- 75% or more
(600) 538-5255
bridge.atlas@summitcapital.com
in linkedin.com/in/radial-ridge
Showing 1 of 1 owners & executives
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Devon Riley Alpe
Paraplanner
- CRD
- #7139021
(475) 405-4648
fusion.optima@deltacapital.com
in linkedin.com/in/vertex-zenith
A
Austin Joshua Eldon Boots
--
- CRD
- #6503135
(439) 671-9407
atlas.optima@ridgecapital.com
in linkedin.com/in/zenith-delta
W
Wave capital
Oak value
- CRD
- #60286
(387) 516-2886
zenith.horizon@meridiancapital.com
in linkedin.com/in/meridian-oak
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $100,131,165
Equity - Exchange:
28.6% Public Funds:
30.2% Cash:
8.7% Corporate - Investment Grade:
14.1% Municipal Bonds:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $240,679,358 | 28.6% |
| Public Funds | $254,143,938 | 30.2% |
| Cash | $73,213,651 | 8.7% |
| Corporate - Investment Grade | $118,656,607 | 14.1% |
| Municipal Bonds | $154,842,663 | 18.4% |
| Total | $841,536,217 | 100.0% |