LUMIDA WEALTH MANAGEMENT LLC of WAYNE, NJ is an SEC-registered investment adviser (CRD 323410). Regulatory assets under management: $132.8M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| 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 | — |