Lumia Wealth LLC

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CAFR Data
Lumia Wealth LLC
CRD #124276
SEC #801-107718
CIK #
AUM $128.0 MM (95% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Phone913-381-0280
Address6420 West 95th Street
Overland Park, KS 66212-1434
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
13510881542702008201220162020
Comparable Firms State AUM ($BB)
AMAS Securites Inc
NY 0.1
Grand Central Investment Group LLC
FL 0.1
Glen Eagle Advisors LLC
NJ 0.1
Excomp Asset Management Ltd
NY 0.1
The Private Investment Group Inc
OH 0.1
Spectrum Wealth Advisory Group LLC
CA 0.1
JE Simmons & Co PC
TX 0.1
Twin Lakes Capital Management LLC
CA 0.1
Fortune Financial Advisors LLC
KS 0.1
Core Advisors LLC
CA 0.1
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