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LUCENT WEALTH PLANNING, LLC
CRD 297447
2920 DE LA VINA STREET, SANTA BARBARA, CA, 93105, United States
Phone
805-963-7070
Fax
805-334-6065
Registration
— (—)
Source
State registered
Total AUM
$102.6M
Discretionary AUM
$102.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.3M |
| High net worth individuals | 29 | $93.0M |
All web addresses on file
Official SEC filing: View on IAPD