Lucas Smith
LTS Wealth Management · Syracuse, New York
Lucas Smith is a fee-only financial advisor at LTS Wealth Management in Syracuse, New York. LTS Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | LTS Wealth Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16K across 1 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8169842 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lucas's firm compares
- LTS Wealth Management's average account is about $16,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Lucas
Is Lucas Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and LTS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas's firm, LTS Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lucas Smith based?
Lucas Smith is based in Syracuse, New York.
Is Lucas Smith registered with the SEC?
Yes. Lucas Smith is registered as an investment adviser representative in NY (CRD 8169842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LTS Wealth Management manage?
LTS Wealth Management reports $16K across 1 accounts in assets under management.
How do I contact Lucas Smith?
Contact details aren't on file yet. Search for LTS Wealth Management.
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.
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