Private Market View

TRUE WAVE WEALTH PLANNERS

Other · SACRAMENTO, CA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • TRUE WAVE WEALTH PLANNERS is a other based in SACRAMENTO, CA.

Registered with the SEC

Form ADV · 2026-01 · CRD 130163
Regulatory AUM
Private fund assets
Private funds
Staff
6
Registered office
SACRAMENTO, CA
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LUCAS GROUP FINANCIAL PLANNERS, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for TRUE WAVE WEALTH PLANNERS are on record yet. Positions surface from round participations, filings, and coverage.

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