# LUCID WEALTH PLANNING LLC

LUCID WEALTH PLANNING LLC of WAKE FOREST, NC is an SEC-registered investment adviser.

## Registration

- CRD: 304756
- Type: SEC-registered investment adviser
- Location: 1780 HERITAGE CENTER DR, WAKE FOREST, NC, 27587
- Phone: 919-495-0936
- Latest filing: 2026-03-05
- Regulatory AUM: $98.1M
- Discretionary AUM: $98.1M
- Clients: 1
- Accounts: 207

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304756/similar
- Related entities: https://search.stillhousedata.com/firm/304756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304756

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.