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TRUE WAVE FINANCIAL PLANNERS

SACRAMENTO, CA · CRD 130163 · IAPD ↗ · truewavefinancial.com · 916-921-9220

$456.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
September 2026 — TRUE WAVE FINANCIAL PLANNERS changed its website from truewavewealth.com to truewavefinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
September 2026 — TRUE WAVE WEALTH PLANNERS is now doing business as TRUE WAVE FINANCIAL PLANNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
28
February 2026 — TRUE WAVE WEALTH PLANNERS changed its website from lucasplanners.com to truewavewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
February 2026 — LUCAS GROUP FINANCIAL PLANNERS, INC. is now doing business as TRUE WAVE WEALTH PLANNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
76
February 2026 — TRUE WAVE WEALTH PLANNERS reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2025 — LUCAS GROUP FINANCIAL PLANNERS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2024 — LUCAS GROUP FINANCIAL PLANNERS, INC. reported RAUM up 31% ($250.2M -> $327.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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