| Name | Title | Ownership | Since |
|---|---|---|---|
| Lumida, Inc Control | Principal Owner | Over 75% | 2022 |
| Ram Ahluwalia Control | President | Under 5% | 2022 |
| Samuel Morris Westby Caspersen Control | Chief Compliance Officer | Under 5% | 2025 |
Lumida Wealth Management LLC reports $83.1 million in regulatory assets under management on its Form ADV.
Lumida Wealth Management LLC reports 4 employees.
Lumida Wealth Management LLC is based in New York, NY and has been SEC-registered since 2022.
Lumida Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 25 W 39th Street Suite 700, Suite B1200, New York, NY 10018 |
| Phone | (917) 541-0170 |
| Office hours | 9a.m. - 5 a.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $78.4M |
| Non-discretionary | $4.7M |
| Total (RAUM) | $83.1M |