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XITRIGHT

LUTKUS, DOUGLAS JOHN

CRD 152495

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$4.1M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Hourly charges; Fixed fees; REFERRAL FEE PERCENTAGE OF AUM

Org form

Sole Proprietorship

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingBUSINESS EXIT PLANNING, FINANCIING, LOAN PLANNING & ALT. INVESTMENT CONSULTING

Client types

TypeClientsAUM
Individuals7$1.7M
High net worth individuals2$2.3M

All web addresses on file

Official SEC filing: View on IAPD