LUKEN INVESTMENT ANALYTICS, LLC
SEC RegisteredWe help the first-generation wealthy make smart decisions about their money...
About the firm
Luken Wealth Management, founded by Greg Luken and located in Brentwood, TN, helps first-generation wealthy individuals manage their financial lives through a proprietary method called the Wealth Roadmap. Their approach focuses on replacing financial uncertainty with clarity, aligning financial planning with clients' personal goals and values.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, asset management, risk management, tax strategies, and estate and legal planning, supported by a network of tax and legal professionals.
Who they serve
First-generation wealthy individuals who did not grow up with financial guidance and are focused on protecting, growing, and passing on the wealth they have built.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 184 | $49M |
| High Net Worth Individuals | 83 | $239M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LUKEN INVESTMENT ANALYTICS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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