LUCID ADVISORS, INC.

CRD 116639 · SEC 801-67665

Visit website

2101 4TH AVENUE, SUITE 2130, SEATTLE, WA, 98121, United States

Phone

206-267-2222

Fax

206-267-2227

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.15B

Discretionary AUM

$52.7M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsEMPLOYEE EDUCATION AND COMMUNICATION SERVICES

Client types

Type	Clients	AUM
Individuals	18	$6.4M
High net worth individuals	15	$48.4M
Pension/profit sharing plans	12	$1.05B
Corporations/business entities	5	$15.8M

States served

All web addresses on file

https://www.lucidadvisors.com/
https://www.linkedin.com/company/lucid-advisors-inc

Official SEC filing: View on IAPD