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LUMIDA WEALTH MANAGEMENT LLC
25 W 39th Street Suite 700
New York, New York 10018
Tel: (833) 512-5111
About LUMIDA WEALTH MANAGEMENT LLC
LUMIDA WEALTH MANAGEMENT LLC, formally registered with the SEC as LUMIDA WEALTH MANAGEMENT LLC. The firm was established in 11/25/2022. They have over 1 offices throughout the country.
LUMIDA WEALTH MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $83,058,912 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323410 |
| SEC# | 801-126806 |
| Assets Managed by Firm | $83,058,912 |
| No. of Clients | 48 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48 | $83,058,912 |
| High net worth individuals | 33 | $46,952,405 |
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