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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 117 clients, or 117 clients per representative. That equates to $299.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Luminate Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALYSSA BAIRD LUM
Chief Compliance Officer, Founder
- CRD
- #6199822
- Ownership
- 75% or more
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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
SMA allocation detail is available
Luminate Financial Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.