LUCAS GROUP FINANCIAL PLANNERS, INC.
Doing business as TRUE WAVE FINANCIAL PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$456,454,693
Discretionary
$424,702,050
Non-discretionary
$31,752,643
Firm details
- CRD number
- 130163
- SEC file number
- 801-112737
- Main office
- SACRAMENTO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://truewavefinancial.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.