Lucien Sanchez
Wealth Management Services · Sarasota, Florida
Lucien Sanchez is a fee-only financial advisor at Wealth Management Services in Sarasota, Florida. Wealth Management Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wealth Management Services |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.2M across 17 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2698092 |
| Exams passed | Series 63 (1996) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Lucien's firm compares
- Wealth Management Services's average account is about $250,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Lucien
Is Lucien Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucien holds no broker registration, and Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucien charge for financial advice?
Lucien's firm, Wealth Management Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lucien Sanchez based?
Lucien Sanchez is based in Sarasota, Florida.
Is Lucien Sanchez registered with the SEC?
Yes. Lucien Sanchez is registered as an investment adviser representative in FL (CRD 2698092), 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 Wealth Management Services manage?
Wealth Management Services reports $4.2M across 17 accounts in assets under management.
How do I contact Lucien Sanchez?
Contact details aren't on file yet. Search for Wealth Management Services.
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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