A complete list of active advisors currently associated with Luken Investment Analytics, LLC

Warmer can help you find a great advisor at Luken Investment Analytics, LLC or one who fits your needs even better.

Luken Investment Analytics, LLC (doing business as Luken Wealth Management) provides investment advisory and financial planning services to individual and high‑net‑worth clients and also offers subscription model services to other registered investment advisers and investment adviser representatives. The firm’s offerings include discretionary portfolio management (including a sponsored Discretionary Wrap Program), one‑time financial planning, and a paid newsletter and security‑ratings subscription distributed to Adviser subscribers. LWM assigns client accounts to model allocations and reviews and adjusts those allocations quarterly, employing quantitative, technical and charting analysis across long‑ and short‑term trading strategies. The brochure also describes management of employer‑sponsored retirement accounts via the Pontera platform and servicing of Bloomwell 529 participants (noted as a no‑fee service), alongside model delivery and trade recommendations for subscribing advisers. What is noteworthy relative to peers is that LWM both sponsors a wrap fee program and operates a paid Model Subscription Program that distributes time‑specific trade and allocation recommendations to other advisers—features the firm’s brochure flags as uncommon among similar team firms. The brochure also discloses specific third‑party arrangements (for example, Schwab custody services, use of Riskalyze Autopilot with discounts tied to certain ETF usage, and non‑affiliated Pontera and Bloomwell platforms), which the firm says can create potential conflicts of interest that are addressed in its disclosures.

To learn more about the advisors currently working at Luken Investment Analytics, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.