LUKAS TOTAL WEALTH

Overview

Lukas Total Wealth is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator, combining fee-based portfolio management and financial planning with selection of external managers and educational programming. Its fee schedule includes both AUM-based percentages and fixed fees. The firm identifies as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment decision-making. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, manager selection, and workshops or seminars.

Assets & Accounts

Public Holdings

Investments & Alternatives