← Back to searchVisit website
LUKEN INVESTMENT ANALYTICS, LLC
CRD 169008 · SEC 801-112496
136 FRIERSON STREET, BRENTWOOD, TN, 37027, United States
Phone
(615) 550-5570
Fax
(615) 550-5574
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$292.2M
Discretionary AUM
$292.1M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Subscription fees; FINANCIAL PLANNING SERVICES FEE
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $48.6M |
| High net worth individuals | 83 | $239.0M |
States served
AL, CA, GA, IL, KS, KY, LA, TN, TX, FL
All web addresses on file
- https://www.youtube.com/@lukeninvestmentanalytics4198
- https://vimeo.com/lukeninvestmentanalytics
- HTTP://WWW.LUKENINVESTMENTANALYTICS.COM
- HTTP://WWW.LUKEN.PRO
- HTTP://WWW.SMARTDIVERSIFICATION.COM
- HTTP://WWW.LUKENANALYTICS.COM
- https://www.facebook.com/smartdiversification?view_public_for=1958806940804306
- https://www.linkedin.com/company/lukenteam
- https://www.instagram.com/luken_wealth_management/
- https://www.youtube.com/@lukenwealthmanagement
- https://www.facebook.com/LukenWealthManagement/
Official SEC filing: View on IAPD