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Building 2LUCERN WEALTH MANAGEMENT, LLC

Map pinORLANDO, FL
Phone407-422-5400
NotebookSEC #801-68366
Total AUM
$0
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. LUCERNE CIRCLE
SUITE 500
ORLANDO
FL 32801
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
407-422-5400

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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