LUCID WEALTH PLANNING LLC

LUCID WEALTH PLANNING LLC of WAKE FOREST, NC is an SEC-registered investment adviser (CRD 304756). Regulatory assets under management: $98.1M.

Registration

• CRD: 304756
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search