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Luminvest Wealth Management
Luminvest Wealth Management is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2023. The firm manages approximately $398 million in...
Luminvest Wealth Management
Luminvest Wealth Management is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2023. The firm manages approximately $398 million in assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Frequently asked questions
What is Luminvest Wealth Management?
Luminvest Wealth Management is a bank / wealth / trust headquartered in Scottsdale, United States.
When was Luminvest Wealth Management founded?
Luminvest Wealth Management was founded in 2023.
Where is Luminvest Wealth Management headquartered?
Luminvest Wealth Management is headquartered in Scottsdale, United States, in the North America region.
What is Luminvest Wealth Management's assets under management?
Luminvest Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Luminvest Wealth Management?
Altss maintains an OSINT-verified profile of Luminvest Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Luminvest Wealth Management's website?
Luminvest Wealth Management's public website is luminvest.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Luminvest Wealth Management?
Luminvest Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Luminvest Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Luminvest Wealth Management's Altss profile last updated?
Luminvest Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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