Overview
Assets Under Management: $133 million
Headquarters: WAYNE, NJ
High-Net-Worth Clients: 37
Average Client Assets: $2.1 million
Frequently Asked Questions
LUMIDA WEALTH MANAGEMENT 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 #323410), LUMIDA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
LUMIDA WEALTH MANAGEMENT LLC is headquartered in WAYNE, NJ.
LUMIDA WEALTH MANAGEMENT LLC serves 37 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LUMIDA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LUMIDA WEALTH MANAGEMENT LLC manages $133 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LUMIDA WEALTH MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.71%
Average Client Assets: $2.1 million
Total Client Accounts: 72
Discretionary Accounts: 72
Regulatory Filings
CRD Number: 323410
Filing ID: 2081399
Last Filing Date: 2026-03-31 15:25:47