Lucid Advisors, Inc.

Lucid Advisors, Inc. (CRD# 116639) is a financial advisory firm headquartered in Seattle, WA. They manage $525,449,685 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    525
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $2,708,504
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Lucid Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Greg R. Ashihara
CRD#: 2310266
2101 4th Avenue, Suite 2130, Seattle, WA 98121
93
Wealthminder
score

Greg Ashihara (CRD# 2310266) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 21 years of experience in the finance industry.

2
Jessica A. Poznick
CRD#: 2983445
2101 4th Avenue, Suite 2130, Seattle, WA 98121
93
Wealthminder
score

Jessica Poznick (CRD# 2983445) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 17 years of experience in the finance industry.

3
Robert G. Rupp
CRD#: 2251951
2101 4th Avenue, Suite 2130, Seattle, WA 98121
93
Wealthminder
score

Robert Rupp (CRD# 2251951) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 24 years of experience in the finance industry.

4
Conor C. McLean
CRD#: 6339707
2101 4th Avenue, Suite 2130, Seattle, WA 98121
88
Wealthminder
score

Conor McLean (CRD# 6339707) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.

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