LUCID WEALTH PLANNING LLC

Overview

Lucid Wealth Planning LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees and reports an explicit interest in ESG investing, which it weaves into manager selection and fund choices. Its model leans toward delegated portfolio construction using pooled public funds rather than heavy direct stock picking, with supplemental allocations to real estate strategies as an alternative sleeve. Service emphasis is client-centered planning and ongoing portfolio oversight for high-net-worth individuals and families. The firm’s structure and custodian relationship indicate a lean operating model that relies on external managers and mutual fund strategies to implement asset allocation and tax-aware portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices