Luminvest Wealth Management LLC
Luminvest Wealth Management LLC is an SEC-registered wealth manager in Scottsdale, AZ with $398.0M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Luminvest Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326261, SEC 801-128242, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $398.0M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 5
- Clients
- 140
- CRD
- 326261
- Ownership
- KARKANEN, NICHOLAS, REES; WHITE, TRENT, ROBERT; OWM HOLDINGS LLC; Karkanen, Nicholas
How much AUM does Luminvest Wealth Management LLC have?
Luminvest Wealth Management LLC reported $398.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Luminvest Wealth Management LLC?
Disclosed owners and executives of Luminvest Wealth Management LLC include KARKANEN, NICHOLAS, REES, WHITE, TRENT, ROBERT, OWM HOLDINGS LLC, Karkanen, Nicholas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.