Multi-Family OfficeRIA · CRD 337660SEC-Registered

Updated:

Luminescent Wealth Management

LUMINESCENT WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2026. The firm manages approximately $127...

Luminescent Wealth Management

LUMINESCENT WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2026. The firm manages approximately $127 million in assets. It employs 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

What services does Luminescent Wealth Management provide?

As an RIA, Luminescent Wealth Management likely offers investment management and wealth planning for high-net-worth clients. However, no specific service menu has been disclosed in public records.

Is Luminescent Wealth Management a single-family or multi-family office?

Based on its name and RIA structure, Luminescent Wealth Management appears to serve multiple families, but no official confirmation exists. Public filings do not specify its client base.

How can I verify Luminescent Wealth Management's regulatory status?

Luminescent Wealth Management is registered as an RIA with the SEC, as per public records. Its ADV filings can be accessed through the SEC's Investment Adviser Public Disclosure database.

Does Luminescent Wealth Management disclose its AUM?

No. As of the latest public records, the firm has not publicly reported its AUM. Its regulatory filings may contain this data, but it has not been surfaced in available sources.

Who are the key decision-makers at Luminescent Wealth Management?

No named principals or investment professionals have been identified in public sources. The firm's leadership team is not publicly documented.

What investment approach does Luminescent Wealth Management follow?

Public information does not detail the firm's investment philosophy or strategy. It is unknown whether it focuses on direct deals, fund commitments, or a balanced portfolio.

Does Luminescent Wealth Management work with external GPs?

There is no public record of co-investments or relationships with external general partners. The firm's operational model remains opaque.

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