Lucidity Wealth Advisors Inc.
Lucidity Wealth Advisors Inc. (CRD# 326482) is a financial advisory firm headquartered in Brea, CA. They manage $6,225,715 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lucidity Wealth Advisors Inc.
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$366,219
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lucidity Wealth Advisors Inc.
1
Cynthia Sforza (CRD# 5333615) is an Investment Advisor Representative working at Lucidity Wealth Advisors Inc. in Brea, CA and has over 16 years of experience in the finance industry.
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