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| Happy Holidays!! thanks for using AUM13F!! |
| Lucid Advisors Inc
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|---|---|
| CRD # | 116639 |
| SEC # | 801-67665 |
| CIK # | |
| AUM | $958.1 M (2025-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 206-267-2222 |
| Address | 2101 4th Avenue Seattle, WA 98121 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 6.2 |
| (b) Individuals (high net worth individuals) | 14 | 38.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 878.1 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.5 |
| (n) Other | 0 | 16.1 |
| Total | 185 | 958.1 |
| By Discretionary | ||
| Discretionary | 94 | 42.4 |
| Non-Discretionary | 91 | 915.8 |
| Total | 185 | 958.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 958.1 | |
| Total | 185 | 958.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accel Wealth Management LLC
✚
|
IA | 1.0 |
|
Crewcial Partners LLC
✚
|
NY | 1.0 |
|
Fountainhead AM LLC
✚
|
NJ | 1.0 |
|
Ram Investment Partners LLC
✚
|
WA | 1.0 |
|
Great Lakes Retirement Inc
✚
|
OH | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
Financial Advisors Network Inc
✚
|
CA | 1.0 |
|
The Joseph Group LLC
✚
|
OH | 0.9 |
|
Manchester Financial Inc
✚
|
CA | 0.9 |
|
Galloway Asset Management LLC
✚
|
AZ | 0.9 |