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| Happy Holidays!! thanks for using AUM13F!! |
| Lumida Wealth Management LLC
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| CRD # | 323410 |
| SEC # | 801-126806 |
| CIK # | |
| AUM | $83.1 M (2025-05-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 833-512-5111 |
| Address | 25 W 39th Street Suite 700 New York, NY 10018 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 47.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 36.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 83.1 |
| By Discretionary | ||
| Discretionary | 35 | 78.4 |
| Non-Discretionary | 13 | 4.7 |
| Total | 48 | 83.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 81.9 | |
| Total | 48 | 83.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Circle N Advisors LLC
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|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Terrafirma Wealth Partners LLC
✚
|
CA | 0.1 |
|
Ralph Parks Investment Group LLC
✚
|
NY | 0.1 |
|
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
|
Stage Wealth Management Inc
✚
|
0.1 | |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Derastone LLC
✚
|
0.1 | |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Aristotle Credit Partners LLC
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|
CA | 0.1 |