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Building 2LUMINESCENT WEALTH MANAGEMENT, INC.

Map pinSCOTTSDALE, AZ
Phone(602) 838-8870
NotebookSEC #801-135615
Total AUM
$127.4M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16427 NORTH SCOTTSDALE ROAD
SUITE 410
SCOTTSDALE
AZ 85254
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(602) 838-8870
Other Offices
2

ReceiptFinancials

Total AUM
$127.4M
Accounts
163
Discretionary
$127.4M
Accounts
163
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$11.7M
HNW Individual Clients
28
AUM
$115.2M
Charitable Organization Clients
1
AUM
$552.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTN

HandshakeAffiliates

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

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