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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-08-2021
- Office Locations
- 1
Office Locations
About Luminary Wealth Advisors
Luminary Wealth Advisors is a fee-only fiduciary RIA providing comprehensive financial planning and ongoing investment management through its customized “Financial Guidebook” and 24/7 advisor access. The firm serves working professionals and business owners, pre-retirees, and retirees navigating life transitions, with a focus on tax-aware planning and implementation. Public filings show portfolios are predominantly ETF-based, with custody at firms like Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACE DAVID PROWS
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Wealth Advisor
- CRD
- #5510487
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,953,252 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,953,252 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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