RIA Intel›Advisers›California›LUCENT WEALTH PLANNING, LLC

LUCENT WEALTH PLANNING, LLC

Advisory

SANTA BARBARA, CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA
#2,771
of 5,480 advisers by AUM
Average account
$749K
across 137 accounts
AUM per adviser
$103M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$103M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$103M
Discretionary AUM$103M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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