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Lumiere Financial

Lumiere Financial. CRD 319171

Lumiere Financial logo

CRD: 319171

Lumiere Financial

NEW York, NY, 10017
2125165900
lumierefg.com
$82.7M Total AUM
$82.7M Disc. AUM
40.1% 3Y CAGR
5 Employees
116 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
04-06-2022
Office Locations
2

Office Locations

675 Third Avenue Suite 920 NEW York NY
-- Saint Petersburg FL

About Lumiere Financial

Lumiere Financial Group provides tailored wealth planning for individuals and families, institutions, and specialized clients such as athletes and entertainers. The firm combines financial planning for life events, estate planning, and philanthropic giving with risk-managed portfolio construction, offering access to institutional-style solutions including alternative investments, direct indexing, and structured product strategies.

Team overview

34 AVG AGE
$16.5M AVG AUM / ADVISOR
$713.0K AVG AUM / CLIENT
4.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Capital bridge Ridge catalyst Vital Insight Capital Vector Vital oak Crest

Client Personas

Legacy frontier Legacy Delta wave Horizon

Custodian

Crest

Investment Themes

Unison Unison focus Glacier crest Fusion harbor Catalyst beacon Eagle matrix

Investment Vehicles

Zenith ember

Services

Glacier Unison Fusion Ridge value Unison prime Bridge Matrix Optima Vital pathway Harbor frontier Zenith prime Delta wave

Owner & Executives

Zachary Wyatt Brody

Zachary Wyatt Brody

Chief Executive Officer, Managing Partner

CRD
#6108594
Ownership
75% or more
(843) 877-7397
horizon.unison@bridgecapital.com
in linkedin.com/in/value-focus
Tzvetelina Gueorguieva Botchoukova

Tzvetelina Gueorguieva Botchoukova

Senior Managing Director

CRD
#6828879
Ownership
10% but less than 25%
(216) 501-8817
signal.oak@alphacapital.com
in linkedin.com/in/foundation-horizon
C

Crest capital

Harbor oak optima

CRD
#55062
Ownership
10.6%
(410) 714-2711
zenith.vital@crestcapital.com
in linkedin.com/in/delta-prime

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Contacts

D

Derek Lawrence Botwinick

--

CRD
#4634007
(541) 861-3435
beacon.ridge@focuscapital.com
in linkedin.com/in/crest-harbor
RICHARD C TOLWAY

RICHARD C TOLWAY

Financial Advisor

CRD
#7444734
(472) 499-9594
foundation.radial@elementcapital.com
in linkedin.com/in/zenith-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-30-2022
12-13-2023
10-21-2024
12-04-2025
04-20-2026
Category Assets AVG. Account size
Discretionary $82,712,067 $324,361
Non-Discretionary $0 --
Total $82,712,067 $324,361

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Separately Managed Accounts

Total SMA Asset: $82,712,067

$82.7M Total SMA
Public Funds:
19.8%
Cash:
15.9%
Equity - Exchange:
12.7%
Corporate - Investment Grade:
13.7%
Municipal Bonds:
17.7%
U.S. Government/Agency:
20.2%
Asset class Assets Assets %
Public Funds $939,430,661 19.8%
Cash $754,391,289 15.9%
Equity - Exchange $602,564,111 12.7%
Corporate - Investment Grade $650,010,104 13.7%
Municipal Bonds $839,794,076 17.7%
U.S. Government/Agency $958,409,059 20.2%
Total $4,744,599,300 100.0%

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