$102.6M Total AUM
$102.6M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Ember pioneerCatalyst +more
- Established Date
- 07-27-2018
- Office Locations
- 1
Office Locations
2920 DE LA Vina Street Santa Barbara CA
About Lucent Wealth Planning, LLC
Lucent Wealth Planning is an independent, fee-only fiduciary RIA in Santa Barbara serving individuals and families with collaborative wealth and financial planning, including estate and insurance planning. Client portfolios emphasize liquid public markets—public funds, high-quality government/municipal bonds and ETFs—custodied at firms such as Schwab or Fidelity.
Team overview
-- AVG AGE
$102.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Fusion Fusion Oak Momentum
Custodian
Delta Legacy capital Focus Insight
Investment Themes
Insight Prime atlas
Investment Vehicles
Vertex
Platform
Value
Services
Horizon vital Unison wave North Frontier Ridge delta Prime north Vertex Glacier
Technology
Focus Insight element Ridge peak
Owner & Executives
JEAN-LUC MICHEL JULIEN BOURDON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5238953
- Ownership
- 75% or more
(455) 586-6815
ridge.insight@horizoncapital.com
in linkedin.com/in/vertex-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,646,041 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,646,041 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,646,041
Public Funds:
25.6% U.S. Government/Agency:
9.9% Municipal Bonds:
23.0% Cash:
10.1% Equity - Exchange:
5.4% Other:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,122,031,359 | 25.6% |
| U.S. Government/Agency | $820,629,315 | 9.9% |
| Municipal Bonds | $1,906,512,549 | 23.0% |
| Cash | $837,207,685 | 10.1% |
| Equity - Exchange | $447,615,990 | 5.4% |
| Other | $2,155,188,098 | 26.0% |
| Total | $8,289,184,996 | 100.0% |