{
  "crd_number": 323410,
  "slug": "lumida-wealth-management-llc-wayne-nj-323410",
  "primary_business_name": "LUMIDA WEALTH MANAGEMENT LLC",
  "legal_name": "LUMIDA WEALTH MANAGEMENT LLC",
  "dbas": [
    "LUMIDA",
    "LUMIDA WEALTH"
  ],
  "city": "Wayne",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-11-25",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 132820358.0,
  "raum_discretionary": 132820358.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 77975827.0,
      "count": 37
    },
    "pooled_investment_vehicles": {
      "raum": 54844531.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/lumidawealth",
    "https://instagram.com/lumidahealth",
    "https://instagram.com/lumidawealth?igsh=MXB5ZWZrMWJzdnZzcw%3D%3D",
    "https://ledger.lumidawealth.com",
    "https://lumidawealth.com",
    "https://t.me/lumidatelegram",
    "https://threads.com/@lumida.wealth",
    "https://threads.com/@lumidahealth",
    "https://tiktok.com/@lumidahealth",
    "https://tiktok.com/@lumidawealth",
    "https://x.com/LumidaEarnings",
    "https://x.com/LumidaHealth",
    "https://x.com/LumidaWealth",
    "https://youtube.com/@Lumida_Wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323410",
  "city_as_filed": "WAYNE",
  "url": "https://advisorcensus.com/firm/lumida-wealth-management-llc-wayne-nj-323410",
  "display_name": "Lumida Wealth Management LLC",
  "summary": "Lumida Wealth Management LLC is an SEC-registered investment advisory firm in Wayne, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Lumida Wealth Management LLC (CRD 323410): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lumida Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lumida Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lumida Wealth Management LLC located?",
      "a": "Lumida Wealth Management LLC's principal office is in Wayne, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lumida Wealth Management LLC registered with the SEC or a state?",
      "a": "Lumida Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323410."
    },
    {
      "q": "How much does Lumida Wealth Management LLC manage?",
      "a": "Lumida Wealth Management LLC reports $132,820,358 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lumida Wealth Management LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Lumida Wealth Management LLC: Regulatory assets under management: $99,724,522 in the October 2023 data and $132,820,358 in the October 2026 data, up 33%. Total employees: 4 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lumida Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37); pooled investment vehicles (other than investment companies and business development companies) (7)."
    },
    {
      "q": "Which custodians does Lumida Wealth Management LLC use?",
      "a": "Lumida Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lumida Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323410"
    },
    {
      "q": "What changed in Lumida Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 4. Regulatory assets under management went from $148,637,726 to $132,820,358 (-11%). Added an office in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 99724522.0,
      "total_employees": 4,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124909010.0,
      "total_employees": 5,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 83058912.0,
      "total_employees": 4,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 132820358.0,
      "total_employees": 10,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 4.",
        "Regulatory assets under management went from $148,637,726 to $132,820,358 (-11%).",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MD."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $83,058,912 to $148,637,726 (+79%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lumida-wealth-management-llc-wayne-nj-323410.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 77975827.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 54844531.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323410",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}