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Lucid Wealth Planning LLC
Lucid Wealth Planning LLC is a registered investment advisor with no publicly disclosed AUM, principals, or strategy in public records.
Lucid Wealth Planning LLC
Lucid Wealth Planning LLC is a registered investment advisor (RIA) based in the United States, but no founding year, named operators, or wealth-origin context are available in public records. The firm may serve retail or high-net-worth clients, but its exact structure and lineage are undocumented. Without confirmed strategy documents, Lucid Wealth Planning's asset-class mix, stage preferences, and fund-structure shape cannot be identified. No named portfolio companies, deals, or co-investors appear in accessible sources, and the firm's geographic footprint is unknown beyond its RIA registration. No additional offices, professionals count, or adjacent vehicles (foundations, operating businesses) are publicly linked to Lucid Wealth Planning. The most recent dated operational event is its RIA registration status, which lacks a specific year in available records. The firm's structural differentiator is its lack of public visibility. It may function as a single-practitioner or small-team RIA, but this is speculative given the absence of disclosure.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
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