Advisor at Envest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Envest Advisors, LLC
Location
San Mateo, CA 94404
Credentials
Series 65
Industry experience
< 1 year
Lucus Ubaldo is a financial advisor at Envest Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Envest Advisors, he was associated with The Valoram Group LLC. Ubaldo was a full-time student for eight years before beginning his advisory career. Envest Advisors provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives and includes the use of sub-advisors and managed-account solutions as part of its portfolio management.
Based on Envest Advisors, LLC
Based on Envest Advisors, LLC
$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $4,999,999: 1.25% annually $5,000,000+: 1.00% annually
1810 Gateway Drive, Suite 380
San Mateo, CA 94404
California
Envest Advisors, LLC
2026 - Present (1 year)
The Valoram Group LLC
2024 - Present (2 years)
Full Time Student
2016 - 2024 (8 years)
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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