LUCENT FINANCIAL
Firm details
- Headquarters
- BELGRADE, Montana
- CRD number
- 342137
- Registered since
- May 11, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lucent Financial is a newly formed limited liability company that registered with the SEC in 2026. The firm provides fee-based financial planning and portfolio management services targeted at individuals and small businesses. It is not set up as a capital allocator and does not identify as an active ESG investor. Lucent positions itself as an adviser working under a percentage-of-AUM fee model rather than performance- or commission-based structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1TRAVIS HARTMAN
Founder, Sr. Wealth AdvisorCRD 6106122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELGRADE, MT
GALLATIN
Location
BELGRADE, MT
Headquartered in BELGRADE, MT, in the West of the United States.
- Region
- West
- County
- GALLATIN
- Address
- 806 Halfpipe St
- Time zone
- MT (UTC-7)
- Office locations
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