Luminescent Wealth Management, Inc.
Luminescent Wealth Management, Inc. is an SEC-registered wealth manager in Scottsdale, AZ with $127.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Luminescent Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337660, SEC 801-135615, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $127.4M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 2
- Clients
- 56
- CRD
- 337660
- Ownership
- ITKOE, ERIN, BETH; SCHEID, TREVOR, RYAN; EBI TRUST U/T/A DATED JULY 9, 2024
How much AUM does Luminescent Wealth Management, Inc. have?
Luminescent Wealth Management, Inc. reported $127.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Luminescent Wealth Management, Inc.?
Disclosed owners and executives of Luminescent Wealth Management, Inc. include ITKOE, ERIN, BETH, SCHEID, TREVOR, RYAN, EBI TRUST U/T/A DATED JULY 9, 2024. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.