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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Luminvest Wealth Management LLC
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|---|---|
| CRD # | 326261 |
| SEC # | 801-128242 |
| CIK # | 0002036517 |
| AUM | $281.7 M (2025-01-29) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 480-300-0062 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.8 | ||
| Apple Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 8.3 |
| (b) Individuals (high net worth individuals) | 81 | 273.4 |
| (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 | 0.0 |
| (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 | 259 | 281.7 |
| By Discretionary | ||
| Discretionary | 259 | 281.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 281.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.7 | |
| Total | 259 | 281.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002036517] |
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|---|---|---|
|
Boothe Investment Group Inc
✚
|
DE | 0.3 |
|
Theory Financial LLC
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CO | 0.3 |
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Retirement Planning Group LLC
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NY | 0.3 |
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Latko Wealth Management Ltd
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IL | 0.3 |
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Western Financial Corporation
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CA | 0.3 |
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Ayrshire Capital Management LLC
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CT | 0.3 |
|
Artifex Financial Group LLC
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|
OH | 0.3 |
|
Tower View Wealth Management LLC
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|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.3 |
|
Provider Financial Inc
✚
|
IN | 0.3 |