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Luminate Financial Planning

Luminate Financial Planning. CRD 289287

Luminate Financial Planning logo

CRD: 289287

Luminate Financial Planning

Sterling, VA
7035772788
www.luminatefp.com
$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
117 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Wells Fargo
Clients
Retail
Platforms
Legacy
Established Date
08-23-2017
Office Locations
1

Office Locations

-- Sterling VA

About Luminate Financial Planning

Luminate Financial Planning is an independent, fee-only financial planning and investment advisory firm based in Northern Virginia and registered in Virginia. The practice serves families seeking tax-efficient investment and withdrawal strategies with transparent, unbiased advice through a collaborative, ongoing planning relationship. Founder Alyssa Lum, CFP®, leads the firm; custody includes Charles Schwab, with portfolios that may use mutual funds and ETFs.

Team overview

-- AVG AGE
$35.0M AVG AUM / ADVISOR
$299.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Vertex Value

Custodian

Matrix Harbor insight

Investment Themes

Prime Pioneer zenith Beacon Summit

Investment Vehicles

Quantum element

Services

Oak Summit north North delta Delta prime Delta summit Meridian atlas Frontier Ember catalyst North

Technology

Ember peak

Owner & Executives

ALYSSA BAIRD LUM

ALYSSA BAIRD LUM

Chief Compliance Officer, Founder

CRD
#6199822
Ownership
75% or more
(444) 510-4427
momentum.value@oakcapital.com
in linkedin.com/in/atlas-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $35,035,948 --
Non-Discretionary $0 --
Total $35,035,948 --

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Separately Managed Accounts

Total SMA Asset: $35,035,948

$35.0M Total SMA
Public Funds:
15.1%
Cash:
44.8%
Equity - Exchange:
18.4%
U.S. Government/Agency:
21.7%
Asset class Assets Assets %
Public Funds $661,845,775 15.1%
Cash $1,963,621,903 44.8%
Equity - Exchange $806,487,567 18.4%
U.S. Government/Agency $951,129,360 21.7%
Total $4,383,084,605 100.0%

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