Lumida Wealth Management LLC

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Lumida Wealth Management LLC ✚
CRD #	323410
SEC #	801-126806
CIK #
AUM	132.8 M (2026-03-31)
Employees	10 (40% Investors, 10% Brokers)
Phone	917-541-0170
Address	1200 Preakness Avenue Wayne, NJ 07470
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Lumida 2023-A SPV LP	[2026-03-31]	17.6 M	14.7 M
	Offered $17,600,000 · Filed 2023-12-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose
PE	Lumida Series LLC - Tranche I	[2026-03-31]	10.1 M	10.0 M
	Offered $15,000,000 · Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,500 · Remaining $4,907,500 · Duration One year or less · Revenue Not Applicable
PE	Lumida Series LLC - Tranche II	[2026-03-31]	4.3 M	4.2 M
	Offered $5,000,000 · Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,250 · Remaining $719,250 · Duration One year or less · Commission $2,037 · Revenue Not Applicable
PE	Lumida Series LLC - Tranche III	[2026-03-31]	13.0 M	12.9 M
	Offered $15,000,000 · Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,500 · Remaining $1,980,400 · Duration One year or less · Commission $6,230 · Revenue Not Applicable
PE	Lumida Series LLC - Tranche IV	[2026-03-31]	1.4 M	1.4 M
	Offered $2,000,000 · Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,200 · Remaining $586,000 · Duration One year or less · Commission $700 · Revenue Not Applicable
PE	Lumida Series LLC - Tranche V	[2026-03-31]	2.8 M	2.8 M
	Offered $3,000,000 · Filed 2026-01-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,500 · Remaining $224,500 · Duration One year or less · Commission $1,275 · Revenue Not Applicable
PE	Lumida Series LLC - Tranche VI	[2026-03-31]	9.2 M	9.1 M
	Offered $10,750,000 · Filed 2026-01-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,200 · Remaining $1,549,415 · Duration One year or less · Commission $13,515 · Revenue Not Applicable
PE	Lumida Series LLC - Tranche VI	[2026-03-31]	9.2 M	9.1 M
	Offered $10,750,000 · Filed 2026-01-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,200 · Remaining $1,549,415 · Duration One year or less · Commission $13,515 · Revenue Not Applicable

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	37	78.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	7	54.8
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	72	132.8
By Discretionary
Discretionary	72	132.8
Non-Discretionary	0	0.0
Total	72	132.8
By Non-United States Persons
Non-United States Persons		2.1
United States Persons		130.7
Total	72	132.8

Form D Directors	Role	# Filings	# Firms
Ram Ahluwalia	Director, Executive Officer	9	2
Justin Guilder	Executive Officer	2	2
Lumida 2023-A SPV GP LLC NA	Executive Officer	1	1

Firm Profile (Form ADV)
Serves	Institutional, Retail
Fund Types	Private Equity

Comparable Firms	State	AUM
Maven Capital Partners LLC ✚	GA	152.9 M
Kadita Partners PTE Ltd ✚		139.7 M
Argus Investors' Counsel Inc ✚	NY	137.3 M
LUMA Capital LLC ✚	FL	135.8 M
Light Capital LLC ✚	CA	135.3 M
TSG Alpha Partners LLC ✚	NJ	134.9 M
Structural Solutions LLC ✚	NC	133.0 M
Warren Capital Management Inc ✚	SC	131.0 M
Oak Street Investment Advisors LLC ✚	CO	125.5 M
V3Limited LLC ✚	PA	122.4 M

Lumida Wealth Management LLC

Assets, Funds, Holdings