LUMINVEST WEALTH MANAGEMENT LLC

LUMINVEST WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 326261). Regulatory assets under management: $398.0M.

Registration

• CRD: 326261
• SEC file number: 801-128242
• Type: Registered investment adviser
• Location: 9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, 85260
• Phone: 480-300-0062
• Latest filing: 2026-02-25
• Regulatory AUM: $398.0M
• Discretionary AUM: $398.0M
• Clients: 5
• Accounts: 370

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search