LUMIA WEALTH, LLC
CRD #124276 SEC #801-107718 OVERLAND PARK, KS 913-381-0280
SEC Registered
Total AUM
$207M
Discretionary
$186.7M
Employees
3
Clients
0
Accounts
513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $207M | $186.7M | $20.4M | 3 | 0 |
| Feb 2021 | $161.9M | $154M | $7.9M | 3 | 1 |
| Jun 2020 | $145.5M | $136.9M | $8.6M | 3 | 1 |
| Mar 2020 | $145.5M | $136.9M | $8.6M | 3 | 1 |
| Mar 2019 | $128M | $121.7M | $6.3M | 3 | 3 |
| Sep 2018 | $133.7M | $126.3M | $7.4M | 4 | 0 |
| Aug 2018 | $133.7M | $126.3M | $7.4M | 4 | 0 |
| Mar 2018 | $133.7M | $126.3M | $7.4M | 4 | 0 |
| Mar 2017 | $117.8M | $112.1M | $5.7M | 3 | 100 |
| Oct 2016 | $107.8M | $101M | $6.7M | 3 | 100 |
| Apr 2016 | $107.8M | $101M | $6.7M | 3 | 100 |
| Jun 2012 | $36.8M | $35.7M | $1.2M | 1 | 26 |
| Mar 2012 | $36.8M | $35.7M | $1.2M | 1 | 26 |
| Mar 2010 | $35.8M | $32.6M | $3.3M | 5 | -- |
| Mar 2009 | $31.4M | $27.6M | $3.8M | 5 | -- |
DateMar 2022
Total AUM$207M
Discretionary$186.7M
Non-Disc.$20.4M
Employees3
Clients0
DateFeb 2021
Total AUM$161.9M
Discretionary$154M
Non-Disc.$7.9M
Employees3
Clients1
DateJun 2020
Total AUM$145.5M
Discretionary$136.9M
Non-Disc.$8.6M
Employees3
Clients1
DateMar 2020
Total AUM$145.5M
Discretionary$136.9M
Non-Disc.$8.6M
Employees3
Clients1
DateMar 2019
Total AUM$128M
Discretionary$121.7M
Non-Disc.$6.3M
Employees3
Clients3
DateSep 2018
Total AUM$133.7M
Discretionary$126.3M
Non-Disc.$7.4M
Employees4
Clients0
DateAug 2018
Total AUM$133.7M
Discretionary$126.3M
Non-Disc.$7.4M
Employees4
Clients0
DateMar 2018
Total AUM$133.7M
Discretionary$126.3M
Non-Disc.$7.4M
Employees4
Clients0
DateMar 2017
Total AUM$117.8M
Discretionary$112.1M
Non-Disc.$5.7M
Employees3
Clients100
DateOct 2016
Total AUM$107.8M
Discretionary$101M
Non-Disc.$6.7M
Employees3
Clients100
DateApr 2016
Total AUM$107.8M
Discretionary$101M
Non-Disc.$6.7M
Employees3
Clients100
DateJun 2012
Total AUM$36.8M
Discretionary$35.7M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$36.8M
Discretionary$35.7M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2010
Total AUM$35.8M
Discretionary$32.6M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2009
Total AUM$31.4M
Discretionary$27.6M
Non-Disc.$3.8M
Employees5
Clients--