David Lukas
Lukas Total Wealth · North Little Rock, Arkansas
David Lukas is a fee-only financial advisor at Lukas Total Wealth in North Little Rock, Arkansas. Lukas Total Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Lukas Total Wealth |
|---|---|
| Based in | North Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $100.1M across 381 accounts |
| SEC registration | Investment adviser representative in AR, LA, TX · CRD 4619433 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | 10minutelessononlifeinsurance.com |
| Profile |
How David's firm compares
- Lukas Total Wealth's average account is about $263,000, from its Form ADV (assets managed divided by 381 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Lukas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Lukas Total Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Lukas Total Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Lukas based?
David Lukas is based in North Little Rock, Arkansas.
Is David Lukas registered with the SEC?
Yes. David Lukas is registered as an investment adviser representative in AR, LA and TX (CRD 4619433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lukas Total Wealth manage?
Lukas Total Wealth reports $100.1M across 381 accounts in assets under management.
How do I contact David Lukas?
Through David's website, 10minutelessononlifeinsurance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.