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Building 2LUMINVEST WEALTH MANAGEMENT LLC

Map pinSCOTTSDALE, AZ
Phone480-300-0062
NotebookSEC #801-128242
Total AUM
$398M
Employees
5
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9375 E SHEA BLVD
SUITE 100
SCOTTSDALE
AZ 85260
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT ONLY
Phone
480-300-0062

ReceiptFinancials

Total AUM
$398M
Accounts
370
Discretionary
$398M
Accounts
370
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$10M
HNW Individual Clients
113
AUM
$388.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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