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Lumida Wealth Management LLC

Lumida Wealth Management LLC. CRD 323410

Lumida Wealth Management LLC logo

CRD: 323410

Lumida Wealth Management LLC

Wayne, NJ, 07470
9175410170
www.lumidawealth.com
$132.8M Total AUM
$132.8M Disc. AUM
-- 3Y CAGR
10 Employees
44 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
AtlasCapital capital +more
Established Date
11-25-2022
Office Locations
3

Office Locations

1200 Preakness Avenue Suite B1200 Wayne NJ
-- -- --
-- -- NY

About Lumida Wealth Management LLC

Lumida Wealth is a digitally native investment advisor serving successful founders and executives, providing investment management and family office support alongside tax, trust, and estate coordination. The team takes a cross-asset, top-down macro plus bottom-up approach, targeting contrarian and overlooked opportunities, including digital asset strategies. Lumida also offers access to private deals and operates a Lumida-branded ETF platform.

Team overview

41 AVG AGE
$33.2M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
0.9 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Pathway Vital

Asset Classes

Foundation Vector catalyst Bridge Vertex ember Zenith harbor Pioneer Foundation unison Beacon summit Eagle Prime Timber harbor Frontier bridge

Client Personas

Momentum glacier North

CRM

Pathway value

Custodian

Peak Matrix matrix Horizon Unison oak Summit Matrix Pioneer momentum Delta Fusion

Fund Managers

Glacier foundation

Investment Themes

Prime ridge Pathway value Fusion Vector Atlas

Investment Vehicles

Peak timber Prime pathway Foundation

Services

Crest prime Radial alpha Harbor value Matrix fusion Timber Bridge vertex Summit signal Pioneer momentum Fusion

Technology

Crest eagle Fusion crest Focus Fusion

Owner & Executives

RAM AHLUWALIA

RAM AHLUWALIA

Chief Compliance Officer, Founder, President

CRD
#6130405
Ownership
Less than 5%
(841) 652-9767
delta.wave@harborcapital.com
in linkedin.com/in/pathway-catalyst

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Contacts

C

Christopher Acquaviva

--

CRD
#6433575
(909) 919-5391
timber.signal@matrixcapital.com
in linkedin.com/in/frontier-unison
RAM AHLUWALIA

RAM AHLUWALIA

Chief Compliance Officer, Founder, President

CRD
#6130405
(792) 746-2130
vital.pioneer@vitalcapital.com
in linkedin.com/in/foundation-peak
V

Vital north

Insight insight

CRD
#18267
(649) 240-7520
frontier.capital@momentumcapital.com
in linkedin.com/in/matrix-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2023
07-22-2024
10-30-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $132,820,358 $1,844,727
Non-Discretionary $0 --
Total $132,820,358 $1,844,727

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Separately Managed Accounts

Total SMA Asset: $77,975,827

$78.0M Total SMA
Equity - Exchange:
27.5%
Cash:
39.2%
Private Funds:
20.2%
Public Funds:
13.1%
Asset class Assets Assets %
Equity - Exchange $1,758,475,446 27.5%
Cash $2,506,626,817 39.2%
Private Funds $1,291,680,146 20.2%
Public Funds $837,673,757 13.1%
Total $6,394,456,166 100.0%

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