# Lucid Wealth Planning LLC

> Lucid Wealth Planning LLC is a state-registered investment advisory firm in Wake Forest, NC, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 304756
- Filed as: LUCID WEALTH PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wake Forest, NC
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304756
- AdvisorCensus page: https://advisorcensus.com/firm/lucid-wealth-planning-llc-wake-forest-nc-304756

## Quick answers

**How is Lucid Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lucid Wealth Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lucid Wealth Planning LLC located?**
Lucid Wealth Planning LLC's principal office is in Wake Forest, NC, according to its Form ADV.

**Is Lucid Wealth Planning LLC registered with the SEC or a state?**
Lucid Wealth Planning LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304756.

**How much does Lucid Wealth Planning LLC manage?**
Lucid Wealth Planning LLC reports $98,088,637 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Lucid Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (29).

**Does Lucid Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304756

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $98,088,637
- Discretionary: $98,088,637
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $13,545,573 |
| High net worth individuals | 30 | $84,543,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lucidwealthplanning.com
- Facebook @lucidwealthplanning
- LinkedIn @lucid-wealth-planning-llc
- X @LucidWealthLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lucid Wealth Planning LLC (CRD 304756): Form ADV filing data as of October 2026.