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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Lucidity Wealth Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CYNTHIA ROSE SFORZA
Chief Compliance Officer, President
- CRD
- #5333615
- Ownership
- 75% or more
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No contact records available.
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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
SMA allocation detail is available
Lucidity Wealth Advisors Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.