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President and Chief Compliance Officer · Lumida Wealth Management LLC

Ram Ahluwalia

CRD 6130405 · Named on Form ADV at one SEC-registered adviser

At a glance

Lumida Wealth Management LLC, an SEC-registered wealth manager based in Wayne, NJ with $133 million in regulatory assets, lists Ram Ahluwalia on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Ram’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ram’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.