Lawrence Tuskey
Wealthview Capital · New Orleans, Louisiana
Lawrence Tuskey is a fee-only financial advisor at Wealthview Capital in New Orleans, Louisiana. Lawrence charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Wealthview Capital |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $319.5M across 545 accounts |
| SEC registration | Investment adviser representative in AL, CO, LA, MS, TX · CRD 8097902 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wealthviewcapital.com |
How Lawrence's firm compares
- Wealthview Capital's average account is about $586,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Lawrence
Is Lawrence Tuskey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Wealthview Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence charges an ongoing planning fee.
Where is Lawrence Tuskey based?
Lawrence Tuskey is based in New Orleans, Louisiana.
What does Lawrence specialize in?
Lawrence's specialties include retirement planning.
Is Lawrence Tuskey registered with the SEC?
Yes. Lawrence Tuskey is registered as an investment adviser representative in AL, CO, LA, MS and TX (CRD 8097902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthview Capital manage?
Wealthview Capital reports $319.5M across 545 accounts in assets under management.
How do I contact Lawrence Tuskey?
Through Lawrence's website, www.wealthviewcapital.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
- Wealthview Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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