# Lucidity Wealth Advisors Inc.

> Lucidity Wealth Advisors Inc. is a state-registered investment advisory firm in Brea, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 326482
- Filed as: LUCIDITY WEALTH ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326482
- AdvisorCensus page: https://advisorcensus.com/firm/lucidity-wealth-advisors-inc-brea-ca-326482

## Quick answers

**How is Lucidity Wealth Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lucidity Wealth Advisors Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Lucidity Wealth Advisors Inc. located?**
Lucidity Wealth Advisors Inc.'s principal office is in Brea, CA, according to its Form ADV.

**Is Lucidity Wealth Advisors Inc. registered with the SEC or a state?**
Lucidity Wealth Advisors Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326482.

**How much does Lucidity Wealth Advisors Inc. manage?**
Lucidity Wealth Advisors Inc. reports $21,130,911 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Lucidity Wealth Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does Lucidity Wealth Advisors Inc. 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/326482

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,130,911
- Discretionary: $21,130,911
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,728,919 |
| High net worth individuals | 11 | $19,401,992 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- luciditywealth.com
- Facebook @luciditywealth
- Instagram @luciditywealth
- LinkedIn @luciditywealth
- X @luciditywealth
- YouTube @LucidityWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lucidity Wealth Advisors Inc. (CRD 326482): Form ADV filing data as of October 2026.