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| Luminescent Wealth Management Inc
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|
|---|---|
| CRD # | 337660 |
| SEC # | 801-135615 |
| CIK # | |
| AUM | $127.4 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 602-838-8870 |
| Address | 16427 North Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.7 |
| (b) Individuals (high net worth individuals) | 28 | 115.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 163 | 127.4 |
| By Discretionary | ||
| Discretionary | 163 | 127.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163 | 127.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.4 | |
| Total | 163 | 127.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Align Advisor Group LLC
✚
|
NJ | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |