56
Growth Score
pts
Heat Score
-5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1798241
Lucid Wealth Planning LLC specializes in financial planning and investment management with a focus on tax and risk management.
About the Company
Lucid Wealth Planning LLC offers financial planning and investment management services, focusing on integrating tax planning and risk management into all aspects of personal finance. The firm provides a comprehensive approach to financial planning, including considerations for 401k, HSA, FSA, and IRA contributions, as well as strategies for
navigating the updated Social Security wage base and new tax laws. Lucid Wealth Planning is dedicated to helping clients build wealth sustainably, with services accessible through both PC and mobile devices via a client portal. The company is a fee-only financial planning firm, ensuring that advice is given without commission-based conflicts of interest.
