# Lucid Wealth Planning LLC

Lucid Wealth Planning LLC is a RIA based in Wake Forest, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wake Forest, United States
- **Assets under management:** Undisclosed
- **Website:** https://lucidwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/lucid-wealth-planning-llc

## Regulatory record

- **CRD number:** 304756
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304756

## About

Lucid Wealth Planning LLC is a fee-only fiduciary firm providing comprehensive financial planning and investment management with an emphasis on tax planning and risk management. The firm serves clients in Raleigh, Durham, and Wake Forest, NC, and virtually throughout the United States. It prioritizes personalized service to existing clients and is not accepting new clients at this time.

## 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.

### 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.

## Related profiles

- [GAMA Wealth Management, LLC](https://altss.com/profile/gama-wealth-management-llc)
- [OPULUS](https://altss.com/profile/opulus)

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Last updated: 2026-08-11T15:07:19.634Z

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