LUCERN WEALTH MANAGEMENT, LLC
CRD #145028 SEC #801-68366 ORLANDO, FL 407-422-5400
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
10
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 12, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIMON, DAVID, HERSHEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SIMON, DAVID, HERSHEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TIMOTHY, KEVIN | I | MANAGING MEMBER | D | Control |
| TAYLOR, TIMOTHY, KEVIN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Sep 12, 2007 REGISTERED
Notice Filings (1)
FL
Address
100 W. LUCERNE CIRCLESUITE 500
ORLANDO, FL 32801
USA
Phone: 407-422-5400