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Building 2LUMATURE WEALTH PARTNERS, LLC

Map pinALPHARETTA, GA
Phone678-680-6500
NotebookSEC #801-118746
Total AUM
$561.2M
Employees
14
Clients
578

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2325 LAKEVIEW PARKWAY
SUITE 175
ALPHARETTA
GA 30009
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
678-680-6500

ReceiptFinancials

Total AUM
$561.2M
Accounts
2,255
Discretionary
$481.7M
Accounts
1,829
Non-Discretionary
$79.5M
Accounts
426

ContactClients

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Individual Clients
326
AUM
$125.6M
HNW Individual Clients
252
AUM
$435.6M

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
ALFLGALAMSNCNESCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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