Lucidity Wealth Advisors Inc.

Overview

Lucidity Wealth Advisors Inc. is an independent registered investment adviser organized as a corporation that manages portfolios and provides financial planning for individual and family clients, including small business owners. The firm charges fees based on a percentage of assets under management and focuses its discretionary practice on equity-centered portfolios. It does not identify as an active ESG investor and its advisory activities are concentrated on personalized financial planning and portfolio management rather than pension consulting or large institutional mandates. Investment allocation at Lucidity Wealth Advisors Inc. tilts heavily toward exchange-traded equities, reflecting a preference for market-exposed, liquid instruments. The firm also supplements equity exposure with pooled vehicles such as mutual funds and accesses third‑party hedge fund managers for alternative strategies. Given the boutique scale, implementation appears geared toward efficient, custody-friendly instruments and externally managed alternatives when clients require them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices