Overview
Assets Under Management: $127 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 28
Average Client Assets: $4 million
Frequently Asked Questions
LUMINESCENT WEALTH MANAGEMENT, INC. 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 #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 February 19, 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 February 19, 2026.
According to their SEC Form ADV, LUMINESCENT WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 163
Discretionary Accounts: 163
Regulatory Filings
CRD Number: 337660
Filing ID: 2052163
Last Filing Date: 2026-02-19 09:16:16