$127.4M Total AUM
$127.4M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 08-28-2025
- Office Locations
- 1
Office Locations
16427 North Scottsdale Road Suite 410 Scottsdale AZ
About Luminescent Wealth Management, Inc.
Luminescent Wealth Management, Inc. is a Scottsdale-based RIA. The firm has been operating for 0 years. Managing $127.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
36 AVG AGE
$63.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Quantum Prime unison Meridian
Custodian
Frontier
Investment Themes
Optima value Meridian Frontier north Ember crest
Investment Vehicles
Foundation bridge Delta
Services
Atlas Zenith Frontier catalyst Optima quantum Element bridge Vital Matrix
Technology
Timber
Owner & Executives
T
TREVOR RYAN SCHEID
VICE PRESIDENT
- CRD
- #6558226
- Ownership
- 10% but less than 25%
(781) 445-1291
eagle.insight@pioneercapital.com
in linkedin.com/in/momentum-crest
E
ERIN BETH ITKOE
Chief Compliance Officer, President
- CRD
- #4816412
- Ownership
- Less than 5%
(331) 392-7838
momentum.glacier@vitalcapital.com
in linkedin.com/in/harbor-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,388,083 | $781,522 |
| Non-Discretionary | $0 | -- |
| Total | $127,388,083 | $781,522 |
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Separately Managed Accounts
Total SMA Asset: $127,388,083
Public Funds:
16.8% Equity - Exchange:
27.4% Cash:
10.3% Corporate - Investment Grade:
6.7% Municipal Bonds:
5.9% Other:
11.8% U.S. Government/Agency:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,278,062,027 | 16.8% |
| Equity - Exchange | $2,084,458,307 | 27.4% |
| Cash | $783,573,743 | 10.3% |
| Corporate - Investment Grade | $509,703,309 | 6.7% |
| Municipal Bonds | $448,843,212 | 5.9% |
| Other | $897,686,424 | 11.8% |
| U.S. Government/Agency | $1,605,185,046 | 21.1% |
| Total | $7,607,512,068 | 100.0% |