Company Information

Get to know Lucid Wealth Planning LLC

Lucid Wealth Planning LLC is a Registered Investment Adviser (RIA) that operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products. The firm's mission is to bring clarity and confidence to its clients' financial lives through personalized and comprehensive financial planning. They specialize in serving young professionals, particularly in the tech industry, and growing families by addressing key areas such as investment management, retirement planning, tax strategies, and goal setting.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Lucid Wealth Planning LLC

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.