RIA Intel›Advisers›North Carolina›LUCID WEALTH PLANNING LLC

LUCID WEALTH PLANNING LLC

Advisory

WAKE FOREST, NC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in NC

#416

of 516 advisers by AUM

Average account

$474K

across 207 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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DAVIS FINANCIAL PLANNING, LLC

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