LUMIDA WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$132,820,358
Discretionary
$132,820,358
Non-discretionary
$0
Firm details
- CRD number
- 323410
- SEC file number
- 801-126806
- Main office
- WAYNE, NJ, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.