LUMIA WEALTH, LLC

LUMIA WEALTH, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 124276). Regulatory assets under management: $207.0M.

Registration

• CRD: 124276
• SEC file number: 801-107718
• Type: Registered investment adviser
• Location: 6420 WEST 95TH STREET, STE 202, OVERLAND PARK, KS, 66212-1434
• Phone: 913-381-0280
• Latest filing: 2022-03-02
• Regulatory AUM: $207.0M
• Discretionary AUM: $186.7M
• Non-discretionary AUM: $20.4M
• Clients: 3
• Accounts: 513

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124276 on SEC IAPD (source of record)
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