Overview
Assets Under Management: $134 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 34
Average Client Assets: $2.8 million
Frequently Asked Questions
LUMIA WEALTH, 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 #124276), LUMIA WEALTH, LLC is subject to fiduciary duty under federal law.
LUMIA WEALTH, LLC is headquartered in OVERLAND PARK, KS.
LUMIA WEALTH, LLC serves 34 high-net-worth clients according to their SEC filing dated September 05, 2018. View client details ↓
According to their SEC Form ADV, LUMIA WEALTH, 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 ↓
LUMIA WEALTH, LLC manages $134 million in client assets according to their SEC filing dated September 05, 2018.
According to their SEC Form ADV, LUMIA WEALTH, 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: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.98%
Average Client Assets: $2.8 million
Total Client Accounts: 403
Discretionary Accounts: 399
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 124276
Filing ID: 1239054
Last Filing Date: 2018-09-05 11:04:00