# Luminvest Wealth Management LLC

> Luminvest Wealth Management LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 326261
- Filed as: LUMINVEST WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326261
- AdvisorCensus page: https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261

## Quick answers

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

**How much does Luminvest Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Subscription: up to $200 a month (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Luminvest Wealth Management LLC registered with the SEC or a state?**
Luminvest Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326261.

**How much does Luminvest Wealth Management LLC manage?**
Luminvest Wealth Management LLC reports $398,030,608 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Luminvest Wealth Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Luminvest Wealth Management LLC: Regulatory assets under management: $0 in the October 2023 data and $398,030,608 in the October 2026 data. Total employees: 1 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Luminvest Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (113); individuals (other than high net worth individuals) (27).

**Which custodians does Luminvest Wealth Management LLC use?**
Luminvest Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Luminvest 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/326261

**What changed in Luminvest Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $281,699,429 to $398,030,608 (+41%). Registered or notice-filed in FL, NH, WA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Subscription: up to $200 a month (financial planning and consulting services)

> Our firm charges a recurring subscription -based fee for financial planning and consulting services. To engage in our financial planning and consulting service, our firm requires an initial fee of $500 with an ongoing monthly fee to not exceed $200 per month.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

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: $398,030,608
- Discretionary: $398,030,608
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $9,972,871 |
| High net worth individuals | 113 | $388,057,737 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- luminvest.com
- yelp.com/biz/luminvest-wealth-management-scottsdale-2
- LinkedIn @luminvest-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | June 29, 2023 |
| October 2024 | $202,500,000 | 2 | August 7, 2024 |
| October 2025 | $281,699,429 | 4 | January 29, 2025 |
| October 2026 | $398,030,608 | 5 | February 25, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $398,030,608 in the October 2026 data.
Total employees: 1 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $281,699,429 to $398,030,608 (+41%).
- Registered or notice-filed in FL, NH, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luminvest Wealth Management LLC (CRD 326261): Form ADV filing data as of October 2026.