# Lumida Wealth Management LLC

> 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.

- CRD: 323410
- Filed as: LUMIDA WEALTH MANAGEMENT LLC
- Also doing business as: LUMIDA, LUMIDA WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323410
- AdvisorCensus page: https://advisorcensus.com/firm/lumida-wealth-management-llc-wayne-nj-323410

## Quick answers

**How is Lumida Wealth Management LLC compensated?**
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.

**Where is Lumida Wealth Management LLC located?**
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).

**Is Lumida Wealth Management LLC registered with the SEC or a state?**
Lumida Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323410.

**How much does Lumida Wealth Management LLC manage?**
Lumida Wealth Management LLC reports $132,820,358 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lumida Wealth Management LLC's assets and staff changed since 2023?**
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.

**What types of clients does Lumida Wealth Management LLC serve?**
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).

**Which custodians does Lumida Wealth Management LLC use?**
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.

**Does Lumida Wealth Management LLC report any disciplinary disclosures?**
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

**What changed in Lumida Wealth Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $132,820,358
- Discretionary: $132,820,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 37 | $77,975,827 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $54,844,531 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- ledger.lumidawealth.com
- lumidawealth.com
- t.me/lumidatelegram
- threads.com/@lumida.wealth
- threads.com/@lumidahealth
- Facebook @lumidawealth
- Instagram @lumidahealth
- Instagram @lumidawealth
- TikTok @lumidahealth
- TikTok @lumidawealth
- X @LumidaEarnings
- X @LumidaHealth
- X @LumidaWealth
- YouTube @Lumida_Wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $99,724,522 | 4 | September 20, 2023 |
| October 2024 | $124,909,010 | 5 | July 22, 2024 |
| October 2025 | $83,058,912 | 4 | May 30, 2025 |
| October 2026 | $132,820,358 | 10 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in MD.

### December 2025
- Regulatory assets under management went from $83,058,912 to $148,637,726 (+79%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lumida Wealth Management LLC (CRD 323410): Form ADV filing data as of October 2026.