PPrivate Fund Data Log in Join · $37/mo

Erin Beth Itkoe

President And Chief Compliance OfficerLuminescent Wealth Management, Inc.CRD 4816412

About Erin Beth Itkoe

Erin Beth Itkoe is listed as President And Chief Compliance Officer at Luminescent Wealth Management, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Erin Beth Itkoe is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Luminescent Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Erin Beth Itkoe work?

Erin Beth Itkoe is listed as President And Chief Compliance Officer at Luminescent Wealth Management, Inc. on SEC Form ADV.

How much of Luminescent Wealth Management, Inc. does Erin Beth Itkoe own?

Form ADV reports a beneficial ownership band of Under 5%.

Luminescent Wealth Management, Inc.

TitlePresident And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Luminescent Wealth Management, Inc. →

Luminescent Wealth Management, Inc.

TitleGrantor And Trustee
Ownership—
Control personYes
Since2025
View Luminescent Wealth Management, Inc. →