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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-15-2023
- Office Locations
- 1
Office Locations
About Lucidity Wealth Advisors Inc.
Lucidity Wealth Advisors Inc. is a modern wealth management firm offering goals-based financial planning, customized investment management, and ongoing education and guidance. The firm works with people and families, business owners, and retirees/financially free individuals. Portfolios are primarily implemented with ETFs and public funds, and the firm reports custody relationships including Charles Schwab and LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CYNTHIA ROSE SFORZA
Chief Compliance Officer, President
- CRD
- #5333615
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,130,911 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,130,911 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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