# Luminescent Wealth Management, Inc.

> Luminescent Wealth Management, Inc. is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 337660
- Filed as: LUMINESCENT WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337660
- AdvisorCensus page: https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660

## Quick answers

**How is Luminescent Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Luminescent Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Luminescent Wealth Management, Inc. located?**
Luminescent Wealth Management, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Luminescent Wealth Management, Inc. registered with the SEC or a state?**
Luminescent Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 337660.

**How much does Luminescent Wealth Management, Inc. manage?**
Luminescent Wealth Management, Inc. reports $127,388,083 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Luminescent Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (28).

**Which custodians does Luminescent Wealth Management, Inc. use?**
Luminescent Wealth Management, Inc.'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 Luminescent Wealth Management, Inc. 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/337660

**Does Luminescent Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We require a minimum account of $2,000,000 for investment advisory clients. This may be negotiable at our discretion."

**What changed in Luminescent Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum account of $2,000,000 for investment advisory clients. This may be negotiable at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $127,388,083
- Discretionary: $127,388,083
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $11,657,230 |
| High net worth individuals | 28 | $115,178,167 |
| Charitable organizations | Fewer than 5 | $552,686 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lumiwm.com
- LinkedIn @luminescent-wealth-management-inc

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luminescent Wealth Management, Inc. (CRD 337660): Form ADV filing data as of October 2026.