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Investment Management

Lucid Wealth Planning LLC

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Summary

Lucid Wealth Planning LLC is an independent, SEC-registered investment adviser based in Raleigh, North Carolina founded in 2019. Lucid Wealth Planning LLC provides investment management services, financial planning services, estate planning services and other services for clients.

Investment Management

Wealth ManagementTrust and Estate PlanningInvestment Management
company sizeCompany size 1-10
aumAUM Up to $2 billion
Raleigh, North Carolina, United States
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