Lukas Total Wealth

Overview

Lukas Total Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm reports being an active ESG investor and works directly with clients rather than operating as a multi-state or related adviser.

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Public Holdings

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Location & Offices