Lucid Wealth Planning LLC

Lucid Wealth Planning LLC (CRD# 304756) is a financial advisory firm headquartered in Wake Forest, NC. They manage $53,201,937 in 137 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1780 Heritage Center Dr, Suite 201, Wake Forest, NC 27587
https://www.linkedin.com/company/lucid-wealth-planning-llc
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $388,335
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Lucid Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Stewart, financial advisor Wake Forest NC
Jeffrey M. Stewart
CRD#: 5234577
1780 Heritage Center Dr, Suite 201, Wake Forest, NC 27587

Jeffrey Stewart (CRD# 5234577) is an Investment Advisor Representative working at Lucid Wealth Planning LLC in Wake Forest, NC and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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