Luminescent Wealth Management, Inc.'s Form ADV discloses 1.00% on the first $5 million, 0.60% on the next $5 million, 0.50% on the next $10 million, and 0.30% on assets above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #337660), Luminescent Wealth Management, Inc. is subject to fiduciary duty under federal law.
Luminescent Wealth Management, Inc. is headquartered in SCOTTSDALE, AZ.
Luminescent Wealth Management, Inc. serves 28 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, Luminescent Wealth Management, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Luminescent Wealth Management, Inc. manages $127 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, Luminescent Wealth Management, Inc. serves high-net-worth individuals. View client details ↓