Lucid Wealth Planning

Financial Services • Wake Forest, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	1780 Heritage Center Dr, 201, Wake Forest, North Carolina 27587, US
Phone number	+19194950936
Website	lucidwealthplanning.com
NAICS	52
Keywords	Tax Planning, Financial Planning, Investment Management
Founded	2019
Employees	1-10
Socials

Key Contact at Lucid Wealth Planning

Jeffrey Stewart

Founder, Financial Planner

Lucid Wealth Planning Email Formats

Lucid Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@lucidwealthplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@lucidwealthplanning.com	100%

About Lucid Wealth Planning

Lucid Wealth Planning LLC (“LWP”) provides comprehensive financial planning and investment management with an emphasis on tax planning and risk management in all aspects of personal finance. Our clients benefit from making well-informed decisions with consistency, and we maintain expertise in working with families interested in social responsibility and sustainable investment strategies.

Lucid Wealth Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Lucid Wealth Planning has never raised funding before.

Lucid Wealth Planning Tech Stack

Discover the technologies and tools that power Lucid Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Calendly

Appointment scheduling

Font Awesome

Font scripts

Open Graph

Miscellaneous

Vimeo

Video players

Facebook Pixel

Analytics

core-js

JavaScript libraries

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Lucid Wealth Planning is located in Wake Forest, North Carolina, US.

You can reach Lucid Wealth Planning at +19194950936.

Lucid Wealth Planning was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Lucid Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lucid Wealth Planning

Jeffrey Stewart

Founder, Financial Planner

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