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TRUE WAVE WEALTH PLANNERS
LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD 130163 · SEC 801-112737
1545 RIVER PARK DRIVE,, SUITE 401, SACRAMENTO, CA, 95815, United States
Phone
916-921-9220
Fax
916-921-2625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$456.5M
Discretionary AUM
$424.7M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 656 | $110.4M |
| High net worth individuals | 266 | $291.7M |
| Pension/profit sharing plans | 27 | $40.2M |
| Corporations/business entities | 7 | $10.9M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD