Insights

Longstanding Client Trust Lucido-Morris Wealth Management has over 35 years of experience serving affluent clients in Michigan, demonstrating a strong focus on building trusting, long-term relationships. This longevity indicates potential for high client retention and cross-selling of comprehensive financial services.

Niche Market Focus The firm's emphasis on personalized, family-oriented financial planning and risk-conscious investment strategies suggests an opportunity to offer specialized wealth management solutions tailored to high-net-worth and family clients seeking trusted advisory services.

Regional Expansion Potential Recent partnerships, such as with Lifetime Financial Growth, and their presence in Michigan position Lucido-Morris for regional growth. Developing targeted outreach to nearby high-income communities could effectively increase their client base.

Digital Presence & Technology Utilizing diverse platforms like WordPress, Yoast SEO, and Bootstrap indicates a modern online presence. Leveraging digital marketing and inbound strategies could enhance lead generation, especially outside their current geographic area.

Financial Size & Opportunities With annual revenues between $1 million and $10 million and a lean team of 11-50 employees, there is significant scope for expanding service offerings such as estate planning or tax optimization to existing clients and prospects to increase revenue streams.

Lucido-Morris Wealth Management Tech Stack

Lucido-Morris Wealth Management uses 7 technology products and services including WordPress, Twemoji, Google Fonts API, and more. Explore Lucido-Morris Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks

Lucido-Morris Wealth Management's Email Address Formats

Lucido-Morris Wealth Management uses at least 1 format(s):
Lucido-Morris Wealth Management Email FormatsExamplePercentage
First_Last@lucidomorriswm.comJohn_Doe@lucidomorriswm.com
39%
First@lucidomorriswm.comJohn@lucidomorriswm.com
11%
First_Last@lucidomorriswm.comJohn_Doe@lucidomorriswm.com
39%
First@lucidomorriswm.comJohn@lucidomorriswm.com
11%

Frequently Asked Questions

Where is Lucido-Morris Wealth Management's headquarters located?

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Lucido-Morris Wealth Management's main headquarters is located at 24255 West 13 Mile Road Suite 250 Bingham Farms, Michigan 48025 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Lucido-Morris Wealth Management's phone number?

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You can contact Lucido-Morris Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lucido-Morris Wealth Management's official website and social media links?

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Lucido-Morris Wealth Management's official website is lucidomorriswm.com and has social profiles on LinkedIn.

What is Lucido-Morris Wealth Management's NAICS code?

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Lucido-Morris Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lucido-Morris Wealth Management have currently?

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As of February 2026, Lucido-Morris Wealth Management has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Managing Partner-General Agent: J. L.Founding Partner: J. L.Founding Partner: M. M.. Explore Lucido-Morris Wealth Management's employee directory with LeadIQ.

What industry does Lucido-Morris Wealth Management belong to?

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Lucido-Morris Wealth Management operates in the Financial Services industry.

What technology does Lucido-Morris Wealth Management use?

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Lucido-Morris Wealth Management's tech stack includes WordPressTwemojiGoogle Fonts APIjQueryPHPYoast SEOBootstrap.

What is Lucido-Morris Wealth Management's email format?

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Lucido-Morris Wealth Management's email format typically follows the pattern of First_Last@lucidomorriswm.com. Find more Lucido-Morris Wealth Management email formats with LeadIQ.

Lucido-Morris Wealth Management

Financial ServicesMichigan, United States11-50 Employees

For over 35 years Lucido-Morris Wealth Management and its associates have served and assisted individuals and businesses throughout that state of Michigan in achieving tremendous financial success. Lucido-Morris Wealth Management began when Joseph A. Lucido and Michael G. Morris established the firm for the sole purpose of serving a select group of clientele that believed in love of family and building financial stability both personally and for their businesses. Throughout the years many cultural, economic, and financial changes have occurred in the world in which we live. Despite these changes the focus and intentions of the team at Lucido-Morris Wealth Management have remained unchanged; to secure the financial future for our client’s and to maximize the effectiveness and efficiency of their wealth. At Lucido-Morris Wealth Management we engage in an unparalleled financial process that has consistently exceeded its value to our clientele for over three decades. We believe it is our obligation to build trusting lifetime relationships with our clientele by providing exceptional value through common sense investment and insurance advice. Because of our philosophy the financial management professionals at Lucido-Morris Wealth Management are passionate about delivering investment and insurance strategies that achieve breakthrough results with the least amount of risk to the client. Check out our website for more information www.LucidoMorrisWM.com

Section iconCompany Overview

Headquarters
24255 West 13 Mile Road Suite 250 Bingham Farms, Michigan 48025 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Lucido-Morris Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Lucido-Morris Wealth Management's revenue is estimated to be in the range of $1M$10M

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