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Lucent Wealth Planning Logo
Lucent Wealth Planning Growth Score
85
CB Rank
2821786
Heat Score
54
Lucent Wealth Planning is a consulting firm that offers financial planning, wealth management, and tax strategies services to its clients.
Private Santa Barbara, California, United States1-10 lucentwealth.com
Consulting
Financial Services
Wealth Management
Overview

Lucent Wealth Planning
Growth Score
85
Heat Score
54

Growth Score85
-3 pts
in past quarter
Heat Score 54
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
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About Lucent Wealth Planning

CB Rank
2821786
Lucent Wealth Planning is a consulting firm that offers financial planning, wealth management, and tax strategies services to its clients.
Private Santa Barbara, California, United States1-10 lucentwealth.com
Consulting
Financial Services
Wealth Management

Details

Legal Name Lucent Wealth Planning, LLC
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create strategies to manage their finances and achieve financial goals.
Wealth Management
A service focused on managing clients' investment portfolios and financial assets to grow and preserve wealth.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

Monthly Web Visits

166

Active Website Tech Count

14Lucent Wealth Planning is actively using 14 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Lucent Wealth Planning's headquarters? Lucent Wealth Planning is located in Santa Barbara, California, United States.Who are Lucent Wealth Planning's competitors? Alternatives and possible competitors to Lucent Wealth Planning may include CHB Investment Group, Insight Wealth Strategies, and  JT Capital Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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