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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