LUMATURE WEALTH PARTNERS, LLC

LUMATURE WEALTH PARTNERS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 309049). Regulatory assets under management: $561.2M.

Registration

• CRD: 309049
• SEC file number: 801-118746
• Type: Registered investment adviser
• Location: 2325 LAKEVIEW PARKWAY, SUITE 175, ALPHARETTA, GA, 30009
• Phone: 678-680-6500
• Latest filing: 2023-08-04
• Regulatory AUM: $561.2M
• Discretionary AUM: $481.7M
• Non-discretionary AUM: $79.5M
• Clients: 14
• Accounts: 2,255

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search