LUCEY WEALTH ADVISORS LLC

LUCEY WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 317601). Regulatory assets under management: $15.2M.

Registration

• CRD: 317601
• Type: Registered investment adviser
• Phone: 707-217-0774
• Latest filing: 2026-04-27
• Regulatory AUM: $15.2M
• Discretionary AUM: $15.2M
• Clients: 4
• Accounts: 48

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317601 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search