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LUCID WEALTH PLANNING LLC
CRD 304756
1780 HERITAGE CENTER DR, SUITE 201, WAKE FOREST, NC, 27587, United States
Phone
919-495-0936
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.1M
Discretionary AUM
$98.1M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $13.5M |
| High net worth individuals | 30 | $84.5M |
All web addresses on file
Official SEC filing: View on IAPD