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LUMINESCENT WEALTH MANAGEMENT, INC.
CRD 337660 · SEC 801-135615
16427 NORTH SCOTTSDALE ROAD, SUITE 410, SCOTTSDALE, AZ, 85254, United States
Phone
(602) 838-8870
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.4M
Discretionary AUM
$127.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $11.7M |
| High net worth individuals | 28 | $115.2M |
States served
AZ, TN
All web addresses on file
Official SEC filing: View on IAPD