LUCENT WEALTH PLANNING, LLC

RIASEC Registered

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$749K

Accounts

137

Employees

Advisory reps

Firm details

Headquarters: SANTA BARBARA, California
CRD number: 297447
Website: lucentwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.57%
Charitable Organizations5.25%
Individuals4.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lucent Wealth Planning, LLC is an independent, individual-owned RIA that serves individuals and families with fee-based financial planning and portfolio management. The firm acts as a capital allocator and offers selection of third-party advisers alongside direct portfolio oversight. Its fee model combines a percentage-of-AUM schedule with the option of fixed fees. Lucent describes its advisory activity as financial planning, portfolio management for individuals and small businesses, and manager selection. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.