| Name | Title | Ownership | Since |
|---|---|---|---|
| Trent Robert White Control | Managing Member & Chief Compliance Officer | Over 75% | 2023 |
Luminvest Wealth Management LLC reports $398 million in regulatory assets under management on its Form ADV.
Luminvest Wealth Management LLC reports 5 employees.
Luminvest Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Luminvest Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9375 E Shea Blvd, Suite 100, Scottsdale, AZ 85260 |
| Phone | 480-300-0062 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $398M |
| Non-discretionary | $0 |
| Total (RAUM) | $398M |