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LUCID ADVISORS, INC.

SEATTLE, WA · CRD 116639 · IAPD ↗ · lucidadvisors.com · 206-267-2222

$1.15BRegulatory AUM
2Advisory reps
2Employees
1Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — LUCID ADVISORS, INC. crossed $1B in regulatory AUM ($958.1M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.