| Name | Title | Ownership | Since |
|---|---|---|---|
| Ebi Trust U/T/A Dated July 9, 2024 Control | Shareholder | Over 75% | 2025 |
| Erin Beth Itkoe Control | President And Chief Compliance Officer | Under 5% | 2025 |
| Trevor Ryan Scheid Control | Vice President | 10-25% | 2025 |
Luminescent Wealth Management, Inc. reports $127.4 million in regulatory assets under management on its Form ADV.
Luminescent Wealth Management, Inc. reports 2 employees.
Luminescent Wealth Management, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2026.
Luminescent Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254 |
| Phone | (602) 838-8870 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $127.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $127.4M |