Lucey Wealth Advisors LLC

Overview

Lucey Wealth Advisors LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and combines financial planning with discretionary portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of insurance products alongside investment services. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices