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⚲
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| Luminvest Wealth Management LLC
✚
| |
|---|---|
| CRD # | 326261 |
| SEC # | 801-128242 |
| CIK # | |
| AUM | $202.5 MM (2024-08-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-701-6620 |
| Address | 5118 N Granite Reef Road Scottsdale, AZ 85250 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.5 |
| (b) Individuals (high net worth individuals) | 33 | 201.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 202.5 |
| By Discretionary | ||
| Discretionary | 122 | 202.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 202.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.5 | |
| Total | 122 | 202.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vienna Asset Management LLC
✚
|
CA | 0.2 |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Capitol Financial Consultants Inc
✚
|
VA | 0.2 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.2 |
|
Keating Wealth Management LLC
✚
|
CO | 0.2 |
|
Ridge Creek Global Inc
✚
|
OH | 0.2 |
|
Legal Advantage Investments Inc
✚
|
CA | 0.2 |
|
Pillar Wealth Management LLC
✚
|
FL | 0.2 |
|
Guardian Wealth Management Inc
✚
|
TN | 0.2 |
|
Garland Capital Management Inc
✚
|
WA | 0.2 |