Skip to content

Lucey Wealth Advisors LLCFinancial advisor in Petaluma, CA

Lucey Wealth Advisors LLC is a financial advisor at 1129 Industrial Ave Ste 102, Petaluma, CA 94952, ranked #17 of 115 financial advisors in Petaluma and rated 5.0 from 8 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Petaluma, CAUpdated 0 paid placements in any rankingHow we rank

Call (707) 217-0774Website ↗

Key facts

Key facts about Lucey Wealth Advisors LLC
Address1129 Industrial Ave Ste 102, Petaluma, CA 94952Get directions
Phone(707) 217-0774
Websiteluceywealthadvisors.com
HoursMonday to Saturday: 7 AM – 5 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Petaluma and 11 towns within 25 miles: Rohnert Park, Sonoma, Novato, Santa Rosa, Napa, San Anselmo, Windsor, San Rafael, American Canyon, Larkspur and Vallejo.

Based in Petaluma, CAView on map

Opening hours

Opening hours for Lucey Wealth Advisors LLC
DayHours
Monday7 AM – 5 PM
Tuesday7 AM – 5 PM
Wednesday7 AM – 5 PM
Thursday7 AM – 5 PM
Friday7 AM – 5 PM
Saturday7 AM – 5 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Lucey Wealth Advisors LLC

How is Lucey Wealth Advisors LLC ranked in Petaluma?

Lucey Wealth Advisors LLC is ranked #17 of 115 financial advisors in Petaluma by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lucey Wealth Advisors LLC’s hours?

Lucey Wealth Advisors LLC is open Monday to Saturday. Its listed hours are Monday to Saturday, 7 AM – 5 PM. On Saturdays it is open 7 AM to 5 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lucey Wealth Advisors LLC serve?

Serves Petaluma and 11 towns within 25 miles: Rohnert Park, Sonoma, Novato, Santa Rosa, Napa, San Anselmo, Windsor, San Rafael, American Canyon, Larkspur and Vallejo. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lucey Wealth Advisors LLC?

Lucey Wealth Advisors LLC has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lucey Wealth Advisors LLC?

Call Lucey Wealth Advisors LLC on (707) 217-0774. The business is at 1129 Industrial Ave Ste 102, Petaluma, CA 94952. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Lucey Wealth Advisors LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Lucey Wealth Advisors LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lucey Wealth Advisors LLC (this business)—665.0 (8)YesNo
Redwood Credit Union#15674.4 (42)YesNo12.9 mi
Liberty Group#16665.0 (33)NoNo23.8 mi
Wealth Protection Lady, LLC#18665.0 (26)NoNo21.3 mi

See all 115 ranked financial advisors in Petaluma