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LUMINVEST WEALTH MANAGEMENT LLC

CRD 326261 · SEC 801-128242

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9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, 85260, United States

Phone

480-300-0062

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$398.0M

Discretionary AUM

$398.0M

Team

5 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals27$10.0M
High net worth individuals113$388.1M

States served

AZ, CA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD