This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Meridian catalystHarbor +more
- Established Date
- 11-25-2013
- Office Locations
- 1
Office Locations
About Luken Investment Analytics, LLC
Luken Wealth Management (Luken Investment Analytics) is a Brentwood, TN RIA focused on first-generation wealth, helping entrepreneurs and business owners align investments, planning, and legacy goals. The firm delivers financial planning and portfolio construction with an ETF- and index-based approach, complemented by risk management, retirement, and estate/insurance planning. Uses a proprietary “Wealth Roadmap” process and primarily custodies at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY LEE LUKEN
President
- CRD
- #1860579
- Ownership
- 75% or more
Mary Hannah O'Leary
Chief Financial Officer, Vice President, WEALTH ADVISOR
- CRD
- #6564454
- Ownership
- Less than 5%
Capital atlas
Momentum quantum
- CRD
- #74344
- Ownership
- 9.8%
Showing 2 of 3 owners & executives
Unlock allContacts
JACKSON ANDREW HORNSBY
--
- CRD
- #7426552
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,123,831 | $443,957 |
| Non-Discretionary | $32,102 | $5,350 |
| Total | $292,155,933 | $439,994 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $292,155,933
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,558,541,934 | 33.0% |
| Cash | $2,814,396,127 | 36.3% |
| Public Funds | $2,380,219,315 | 30.7% |
| Total | $7,753,157,376 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX DELTA | ELEMENT PEAK | SGW2F63JI | FUBT | 5.03% | $85,784,432 |
| NORTH PRIME CREST | SUMMIT VALUE | WWS7NAD24 | LDAGP | 1.19% | $106,062,651 |
| PIONEER ATLAS | QUANTUM UNISON | KZNZ558LX | MXNGT | 8.59% | $108,890,604 |
| SIGNAL CATALYST EAGLE | QUANTUM BRIDGE | SLUFAVKTM | FVZX | 5.60% | $2,697,623 |
| BRIDGE GLACIER | NORTH VECTOR | 2PHWFX537 | OSNOM | 1.41% | $67,999,008 |
| VERTEX GLACIER VERTEX | LEGACY RIDGE | IXHPM0B51 | XYA | 12.48% | $43,836,952 |
| MERIDIAN WAVE FUSION | VECTOR MATRIX | 0PY82CG9Z | DAHRQ | 2.36% | $57,673,207 |
| VITAL FOUNDATION | RADIAL FOUNDATION | 889ZRQFT1 | LBG | 10.53% | $104,152,565 |