Lucid Advisors Inc

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Assets, Funds, Holdings

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Lucid Advisors Inc
CRD #116639
SEC #801-67665
CIK #
AUM $909.1 MM (2024-08-28)
Employees 3 (67% Investors, 0% Brokers)
Phone206-267-2222
Address2101 4th Avenue
Seattle, WA 98121
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 17 6.2
(b) Individuals (high net worth individuals) 12 34.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 833.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 19.9
(n) Other 0 15.0
Total 172 909.1
By Discretionary
Discretionary 96 37.8
Non-Discretionary 76 871.3
Total 172 909.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 909.1
Total 172 909.1
Comparable Firms State AUM ($BB)
FORM Wealth Advisors LLC
WI 0.9
Wealthshield Partners LLC
NC 0.9
Allied Investment Advisors LLC
MT 0.9
IMA Advisory Services Inc
KS 0.9
Woodard & Co Asset Management Group Inc
NC 0.9
Hengehold Capital Management LLC
OH 0.9
Consolidated Portfolio Review Corp
NY 0.9
Fuse Partners LLC
TX 0.9
Strategic Wealth Investment Group LLC
KY 0.9
Portland Global Advisors LLC
ME 0.9
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