# LUMIDA WEALTH MANAGEMENT LLC

LUMIDA WEALTH MANAGEMENT LLC of WAYNE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 323410
- Type: SEC-registered investment adviser
- SEC file number: 801-126806
- Location: 1200 PREAKNESS AVENUE, SUITE B1200, WAYNE, NJ, 07470
- Phone: (917) 541-0170
- Latest filing: 2026-03-31
- Regulatory AUM: $132.8M
- Discretionary AUM: $132.8M
- Clients: 10
- Accounts: 72

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ram Ahluwalia | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE | Wayne, NJ |
| Samuel Morris Westby Caspersen | CHIEF COMPLIANCE OFFICER | New York, NY |
| Guilder Justin Matthew | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| AHLUWALIA RAM | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Private funds (8)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LUMIDA 2023-A SPV, LP | Private Equity Fund | Delaware | 14 | $14.7M | $100K |
| LUMIDA SERIES LLC - TRANCHE III | Private Equity Fund | Delaware | 19 | $12.9M | $51K |
| LUMIDA SERIES LLC - TRANCHE I | Private Equity Fund | Delaware | 37 | $10.0M | $51K |
| LUMIDA SERIES LLC - TRANCHE VI | Private Equity Fund | Delaware | 44 | $9.1M | $20K |
| LUMIDA SERIES LLC - TRANCHE VI | Private Equity Fund | Delaware | 44 | $9.1M | $20K |
| LUMIDA SERIES LLC - TRANCHE II | Private Equity Fund | Delaware | 37 | $4.2M | $25K |
| LUMIDA SERIES LLC - TRANCHE V | Private Equity Fund | Delaware | 17 | $2.8M | $51K |
| LUMIDA SERIES LLC - TRANCHE IV | Private Equity Fund | Delaware | 9 | $1.4M | $20K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 1 | (917) 541-0170 |
| NEW YORK | NY | 1 | (917) 541-0170 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323410/similar
- Related entities: https://search.stillhousedata.com/firm/323410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323410

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.