RIA Intel›Advisers›Virginia›LUMINATE FINANCIAL PLANNING, LLC

LUMINATE FINANCIAL PLANNING, LLC

Advisory

VA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$272K

across 129 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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HGI INVESTMENT ADVISORS, LLC

$35M

CHAWLA, BIRINDAR SINGH

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$36M

INVESTFORLESS, LLC

WHITE STONE, VA

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