LUCENT WEALTH PLANNING, LLC

LUCENT WEALTH PLANNING, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 297447). Regulatory assets under management: $102.6M.

Registration

• CRD: 297447
• Type: Registered investment adviser
• Location: 2920 DE LA VINA STREET, SANTA BARBARA, CA, 93105
• Phone: 805-963-7070
• Latest filing: 2026-02-11
• Regulatory AUM: $102.6M
• Discretionary AUM: $102.6M
• Clients: 2
• Accounts: 137

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297447 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search