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TRUE WAVE WEALTH PLANNERS
Legal name: LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD 130163File 801-112737
APPROVED
Retail clients
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$456.5M
Above cohort median (national)
Discretionary AUM
$424.7M
Non-discretionary $31.8M
Clients
956
1,444 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 2, 2018
- Principal office
- 1545 RIVER PARK DRIVE,, SUITE 401, SACRAMENTO, CA, 95815
- Phone
- 916-921-9220
- Website
- https://truewavewealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $456.5M
- Discretionary AUM
- $424.7M
- Non-discretionary AUM
- $31.8M
- Discretionary accounts
- 1,175
- Non-discretionary accounts
- 269
- Total accounts
- 1,444
- AUM per client
- $477K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $10.9M |
| Charitable organizations | Fewer than 5 | $3.1M |
| High net worth individuals | 266 | $291.7M |
| Pension and profit sharing plans | 27 | $40.2M |
| Individuals (other than high net worth individuals) | 656 | $110.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.