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Building 2LUMIDA WEALTH MANAGEMENT LLC

Map pinWAYNE, NJ
Phone(917) 541-0170
NotebookSEC #801-126806
Total AUM
$132.8M
Employees
10
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 PREAKNESS AVENUE
SUITE B1200
WAYNE
NJ 07470
United States
Operating Hours
9AM - 5 AM
Monday - Friday
Phone
(917) 541-0170
Other Offices
1

ReceiptFinancials

Total AUM
$132.8M
Accounts
72
Discretionary
$132.8M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
37
AUM
$78M
Pooled Vehicle Clients
7
AUM
$54.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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