LUCERN WEALTH MANAGEMENT, LLC

LUCERN WEALTH MANAGEMENT, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 145028).

Registration

CRD: 145028
SEC file number: 801-68366
Type: Registered investment adviser
Location: 100 W. LUCERNE CIRCLE, SUITE 500, ORLANDO, FL, 32801
Phone: 407-422-5400
Latest filing: 2007-09-12
Clients: 6

Officers, owners & control persons (2)

Name	Role	Location
TAYLOR ROBERT KEVIN	MANAGING MEMBER	—
SIMON DAVID HERSHEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	—

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