Lucidity Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lucidity Wealth advises individuals, high net worth individuals, trusts, estates, businesses and retirement plans, providing discretionary investment management and holistic wealth management services. Financial planning is offered as part of its wealth management services, generally reserved for clients with at least $1,000,000 under management (waivable on a case‑by‑case basis).
The firm implements primarily long‑term strategies using low‑cost, diversified ETFs and mutual funds while also employing individual stocks, bonds or other instruments when appropriate, and it uses both fundamental and technical analysis in security selection. Accounts are managed on a discretionary basis with continuous monitoring and at least annual formal reviews, and clients may impose reasonable investment restrictions subject to acceptance.
Compared with many peers, Lucidity Wealth operates with a very small client roster (11 clients) relative to its reported assets under management, producing comparatively large assets per client and a practice concentrated on a limited number of relationships. The firm maintains an institutional custodial relationship that provides technology and other economic benefits to the advisor, and the lead advisor holds CFP and CRPC credentials with prior industry and teaching experience, which inform the firm’s service model.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% annually $500,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.70% annually $25,000,001+: 0.40% annually
Account minimum: $1,000,000 (minimum assets under management for financial planning services, but waivable on a case-by-case basis; no minimum relationship size for investment advisory services) Fee-only: Wealth management fees only; no commissions or other compensation received
Main office
Brea CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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