Overview
Assets Under Management: $561 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 252
Average Client Assets: $1.7 million
Frequently Asked Questions
LUMATURE WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309049), LUMATURE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
LUMATURE WEALTH PARTNERS, LLC is headquartered in ALPHARETTA, GA.
LUMATURE WEALTH PARTNERS, LLC serves 252 high-net-worth clients according to their SEC filing dated August 04, 2023. View client details ↓
According to their SEC Form ADV, LUMATURE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LUMATURE WEALTH PARTNERS, LLC manages $561 million in client assets according to their SEC filing dated August 04, 2023.
According to their SEC Form ADV, LUMATURE WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 252
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.61%
Average Client Assets: $1.7 million
Total Client Accounts: 2,255
Discretionary Accounts: 1,829
Non-Discretionary Accounts: 426
Regulatory Filings
CRD Number: 309049
Filing ID: 1778589
Last Filing Date: 2023-08-04 12:42:00