$398.0M Total AUM
$398.0M Disc. AUM
-- 3Y CAGR
5 Employees
145 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Matrix glacierOak element
- Established Date
- 06-27-2023
- Office Locations
- 1
Office Locations
9375 E Shea Blvd Suite 100 Scottsdale AZ
About Luminvest Wealth Management LLC
Luminvest Wealth Management is an independent, fee-only advisory firm focused on retirees, providing comprehensive, tax-focused financial planning and portfolio management. The firm builds low-cost, well-diversified, tax-efficient portfolios aligned to client goals and coordinated with cash flow, charitable giving, estate planning, and risk management. Client assets are held at a third-party custodian (e.g., Altruist).
Team overview
-- AVG AGE
$199.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Vector pathway Beacon frontier Glacier pathway Meridian atlas Alpha North radial
Client Personas
Value Atlas foundation
Custodian
Oak Zenith Eagle horizon Ridge Meridian Delta beacon
Fund Managers
Fusion
Investment Themes
Ridge vertex Pioneer Momentum crest Meridian
Investment Vehicles
Catalyst Vital
Services
Pioneer Fusion Vector Vector Quantum signal Harbor alpha Fusion wave Radial peak Momentum Matrix horizon
Technology
Matrix Value
Owner & Executives
TRENT ROBERT WHITE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5592137
- Ownership
- 75% or more
(901) 852-4687
peak.signal@matrixcapital.com
in linkedin.com/in/momentum-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,030,608 | $1,075,758 |
| Non-Discretionary | $0 | -- |
| Total | $398,030,608 | $1,075,758 |
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Separately Managed Accounts
Total SMA Asset: $398,030,608
Equity - Exchange:
32.4% Public Funds:
20.3% Cash:
14.6% Other:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $855,635,131 | 32.4% |
| Public Funds | $536,092,382 | 20.3% |
| Cash | $385,563,979 | 14.6% |
| Other | $863,557,678 | 32.7% |
| Total | $2,640,849,170 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY NORTH | EMBER FOUNDATION | 5ESQ29H91 | FEWC | 7.41% | $107,739,013 |
| FOUNDATION VALUE | MOMENTUM SIGNAL | A0N9YHP7Z | RUW | 4.53% | $118,237,175 |
| OPTIMA VALUE | VALUE VITAL | BUHG8J7GR | RHYZ | 1.18% | $73,291,212 |
| CAPITAL BRIDGE PATHWAY | BEACON ZENITH | HLDI91OKI | BYTGA | 6.93% | $80,270,747 |
| ATLAS PIONEER | EMBER BRIDGE | G8A6235W4 | WXZR | 8.82% | $111,057,672 |
| FOUNDATION OPTIMA | BEACON PRIME | R3YV2D8VT | EOWD | 3.12% | $26,697,362 |
| LEGACY PATHWAY INSIGHT | SIGNAL HORIZON | JN98SI8QZ | FMDU | 5.16% | $37,476,035 |
| ELEMENT UNISON ATLAS | EAGLE ATLAS | QYTKRUVNG | JQJE | 0.83% | $88,980,927 |