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LUMIDA WEALTH MANAGEMENT LLC
CRD 323410 · SEC 801-126806
1200 PREAKNESS AVENUE, SUITE B1200, WAYNE, NJ, 07470, United States
Phone
(917) 541-0170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.8M
Discretionary AUM
$132.8M
Team
10 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $78.0M |
| Pooled investment vehicles | 7 | $54.8M |
States served
NJ, NY, TX, FL
All web addresses on file
- https://www.instagram.com/lumidahealth/
- https://www.instagram.com/lumidawealth?igsh=MXB5ZWZrMWJzdnZzcw%3D%3D
- https://www.lumidawealth.com/
- https://www.threads.com/@lumida.wealth
- https://www.threads.com/@lumidahealth?igshid=NTc4MTIwNjQ2YQ%3D%3D
- https://www.tiktok.com/@lumidahealth
- https://www.tiktok.com/@lumidawealth
- https://www.youtube.com/@Lumida_Wealth
- https://x.com/LumidaEarnings
- https://x.com/LumidaHealth
- https://x.com/LumidaWealth
- https://ledger.lumidawealth.com/
- https://t.me/lumidatelegram
- https://www.facebook.com/lumidawealth/
Official SEC filing: View on IAPD