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Building 2LUMIA WEALTH, LLC

Map pinOVERLAND PARK, KS
Phone913-381-0280
NotebookSEC #801-107718
Total AUM
$207M
Employees
3
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6420 WEST 95TH STREET
STE 202
OVERLAND PARK
KS 66212-1434
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-381-0280

ReceiptFinancials

Total AUM
$207M
Accounts
513
Discretionary
$186.7M
Accounts
506
Non-Discretionary
$20.4M
Accounts
7

ContactClients

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Individual Clients
66
AUM
$34.2M
HNW Individual Clients
49
AUM
$165.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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