RIA Intel›Advisers›New Jersey›LUMIDA WEALTH MANAGEMENT LLC

LUMIDA WEALTH MANAGEMENT LLC

Advisory

N·WAYNE, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$133M
1-Year AUM Growth
+25.3%
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$133M
Discretionary AUM$133M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees4
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingSep 30, 2022
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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