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Financial ADVSR advisor directory · SEC adviser records

Lumida Wealth Management LLC financial advisors

Every SEC-registered investment adviser representative at Lumida Wealth Management LLC, by the state and city of the office they work from.

4 registered advisors work at Lumida Wealth Management LLC, in 1 state and 1 city; the most are in Wayne, NJ (4). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Lumida Wealth Management LLC advisor by name →Who joined and left Lumida Wealth Management LLC →Lumida Wealth Management LLC: assets, clients and custodians →

Cities with the most Lumida Wealth Management LLC advisors

Wayne, NJ 4

Lumida Wealth Management LLC advisors by state

Lumida Wealth Management LLC in New Jersey 4

Wayne 4

Questions

How many financial advisors does Lumida Wealth Management LLC have?

4 investment adviser representatives are registered with Lumida Wealth Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Lumida Wealth Management LLC have the most advisors?

Wayne, NJ, with 4 registered advisors. By state, New Jersey has the most, with 4.

How do I find a Lumida Wealth Management LLC financial advisor near me?

Pick your state below, then your city, to see every Lumida Wealth Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lumida Wealth Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →