Updated:
Lucid Wealth Planning LLC
LUCID WEALTH PLANNING LLC is an SEC-registered investment adviser in WAKE FOREST, NC. The firm manages $98 million in regulatory assets. It has 1 employee and...
Lucid Wealth Planning LLC
LUCID WEALTH PLANNING LLC is an SEC-registered investment adviser in WAKE FOREST, NC. The firm manages $98 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Lucid Wealth Planning LLC?
No named principals or investment decision-makers are publicly associated with the firm. Its RIA registration does not list key individuals in available records.
What investment services does Lucid Wealth Planning offer?
As a registered investment advisor, the firm likely provides financial planning and portfolio management services. However, no specific service offerings have been confirmed through public documents.
Does Lucid Wealth Planning disclose its assets under management?
Lucid Wealth Planning LLC does not publically report its AUM. The firm's scale remains unknown based on available public information.
Where is Lucid Wealth Planning located?
The firm's headquarters address is not listed in accessible public records. Its RIA registration indicates a US base but not a specific city or state in available data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: