RIA Intel›Advisers›Delaware›LUCEY WEALTH ADVISORS LLC

LUCEY WEALTH ADVISORS LLC

Advisory

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account

$317K

across 48 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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$15M

TRIESTE CAPITAL LLC

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IVY ADVISORS, LLC

$16M

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