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Lubitz Linda S Cfp PA

● SEC registered since 1999CRD 108648SEC# 801-56677Coral Gables, FL
Export (members)
Reg. AUM
$279.6M
Employees
6
Accounts
747
Location
Coral Gables, FL

Lubitz Linda S Cfp PA assets under management

Lubitz Linda S Cfp PA is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 1999. It reports $279.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/meira-wealthView on SEC.gov ↗

Lubitz Linda S Cfp PA owners & executives

4 reported
NameTitleOwnershipSince
Ikigai Wealth PA ControlOwnerOver 75%2025
Jorge Padilla ControlCeo/PresidentUnder 5%2025
Linda Lubitz BooneChief Compliance OfficerUnder 5%1997
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Frequently asked questions

How much does Lubitz Linda S Cfp PA manage?

Lubitz Linda S Cfp PA reports $279.6 million in regulatory assets under management on its Form ADV.

How many employees does Lubitz Linda S Cfp PA have?

Lubitz Linda S Cfp PA reports 6 employees.

Where is Lubitz Linda S Cfp PA located?

Lubitz Linda S Cfp PA is based in Coral Gables, FL and has been SEC-registered since 1999.

Does Lubitz Linda S Cfp PA disclose fund performance?

Lubitz Linda S Cfp PA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 Alhambra Plaza, Suite 1000, Coral Gables, FL 33134
Phone305-670-4440
Fax305-670-4448
Office hours8:30 a.m.-5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$279.6M
Non-discretionary$0
Total (RAUM)$279.6M