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Lucent Wealth Planning
Lucent Wealth Planning, LLC is a state-registered investment adviser in Santa Barbara, CA. The firm manages approximately $103 million in regulatory assets.
Overview
Lucent Wealth Planning, LLC is a state-registered investment adviser in Santa Barbara, CA. The firm manages approximately $103 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is Lucent Wealth Planning's registration status?
Lucent Wealth Planning, LLC is registered as an investment advisor with the SEC or state securities regulators, based on its RIA designation. Specific registration details, including the date of registration and regulatory filings, are not publicly available. The firm's status as a registered advisor imposes a fiduciary duty to act in clients' best interests, but no public disclosures have been made regarding its advisory business.
Who runs investment decisions at Lucent Wealth Planning?
No named principals, investment committee members, or fund managers have been publicly identified for Lucent Wealth Planning. The firm does not disclose its leadership or investment team in any available public source. This lack of transparency is common among smaller RIAs that serve a private client base without marketing to the broader financial services industry.
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