Overview
Assets Under Management: $282 million
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
LUMINVEST 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 #326261), LUMINVEST WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
LUMINVEST WEALTH MANAGEMENT LLC serves 81 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, LUMINVEST WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
LUMINVEST WEALTH MANAGEMENT LLC manages $282 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, LUMINVEST WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 326261
Last Filing Date: 2025-01-29 00:00:00
Website: https://luminvest.com