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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- BeaconElement legacy +more
- Established Date
- 08-06-2021
- Office Locations
- 1
Office Locations
About Luma Financial
Luma Financial is a California-based, fee-only RIA serving U.S. individuals nationwide. The firm provides financial education and portfolio management for taxable and retirement accounts, emphasizing growth with prudent risk management. Portfolios span multi-asset global growth and income mandates, plus a managed gold strategy focused on companies in Tier One jurisdictions. Custody is delivered via Altruist’s digital platform.
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Owner & Executives
ALBERT KEISHI LU
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5882158
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,229,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,229,899 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,229,899
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $408,511,152 | 35.9% |
| Equity - Exchange | $417,614,465 | 36.7% |
| Cash | $311,788,456 | 27.4% |
| Total | $1,137,914,073 | 100.0% |