Lumida Wealth Management LLC
Lumida Wealth Management LLC is an SEC-registered wealth manager in Wayne, NJ with $132.8M assets under management (AUM, regulatory AUM), +60% over one year. See who owns Lumida Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323410, SEC 801-126806, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $132.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Wayne, NJ
- Employees
- 10
- Clients
- 44
- CRD
- 323410
- Ownership
- Guilder, Justin, Matthew; LUMIDA, INC; AHLUWALIA, RAM; ASMAA AHLUWALIA 2022 DYNASTY TRUST; CASPERSEN, SAMUEL, MORRIS WESTBY
How much AUM does Lumida Wealth Management LLC have?
Lumida Wealth Management LLC reported $132.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Lumida Wealth Management LLC?
Disclosed owners and executives of Lumida Wealth Management LLC include Guilder, Justin, Matthew, LUMIDA, INC, AHLUWALIA, RAM, ASMAA AHLUWALIA 2022 DYNASTY TRUST, CASPERSEN, SAMUEL, MORRIS WESTBY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.