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
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts137ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Lucid Wealth Planning LLC
1
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.
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