LUMINVEST WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$398,030,608
Discretionary
$398,030,608
Non-discretionary
$0
Firm details
- CRD number
- 326261
- SEC file number
- 801-128242
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.