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LUCIDITY WEALTH ADVISORS INC.

Advisory

CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA

#4,242

of 5,480 advisers by AUM

Average account

$621K

across 34 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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

11 clients

11 high-net-worth

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

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Advisers of similar size in CA

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

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$21M

MANDALA WEALTH MANAGEMENT, LLC

$21M

SOARES FINANCIAL, INC.

$21M

WINCHESTER CAPITAL MANAGEMENT

LOS ANGELES, CA

$21M

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