Lucidity Wealth Advisors
Financial Services • 
Orange County, CA, United States • 1-10 Employees
Company overview
| Headquarters | Orange County, CA, United States |
| Phone number | +19492320099 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Retirement Planning, Goals-Based Investment Management, Multi-Generational Wealth Planning, Financial Education And Guidance |
| Employees | 1-10 |
| Socials |
Key Contact at Lucidity Wealth Advisors
Cindy Sforza
President and Founder of Lucidity Wealth Advisors Inc.
Lucidity Wealth Advisors Email Formats
Lucidity Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@luciditywealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@luciditywealth.com | 100% |
About Lucidity Wealth Advisors
Welcome to Lucidity Wealth Advisors. We are a modern wealth management firm providing clarity, confidence, and peace of mind about all things financial. We serve people and families, business owners, professionals, and retirees throughout their lives and life changes. At Lucidity, we focus on improving our clients’ financial lives by providing clear explanations, transparent advice, skilled investment management, and an all-encompassing wealth management process (called our ClearPath Formula™) that guides, adapts, and evolves as their lives progress. We offer people true financial clarity – not just in terms of where they are now, but for where they are going, too. Wealth is a tool. What will you build with yours?™
Lucidity Wealth Advisors revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lucidity Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Lucidity Wealth Advisors has never raised funding before.
United Kingdom
United Arab Emirates
Frequently asked questions
4.8
40,000 users
