# Luminvest Wealth Management

Luminvest Wealth Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** luminvest.com
- **LinkedIn:** https://www.linkedin.com/company/luminvest-wealth-management-llc

## Regulatory record

- **CRD number:** 326261
- **SEC file number:** 801-128242
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-25T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326261

## About

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.

## Related profiles

- [Lumin Wealth Management](https://altss.com/profile/lumin-wealth-management)
- [Lummis Asset Management](https://altss.com/profile/lummis-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/luminvest-wealth-management

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