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
Po Box 9306, Brea, CA 92822
https://www.luciditywealth.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lucidity Wealth Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia Sforza, financial advisor Brea CA
Cynthia R. Sforza
CRD#: 5333615
Brea, CA

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.

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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