LUMATURE WEALTH PARTNERS, LLC
CRD #309049 SEC #801-118746 ALPHARETTA, GA 678-680-6500
SEC Registered
Total AUM
$561.2M
Discretionary
$481.7M
Employees
14
Clients
0
Accounts
2,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $561.2M | $481.7M | $79.5M | 14 | 0 |
| Mar 2023 | $561.2M | $481.7M | $79.5M | 14 | 0 |
| Mar 2022 | $563M | $480.7M | $82.3M | 13 | 0 |
| Feb 2021 | $401.1M | $315.1M | $86M | 14 | 0 |
| Sep 2020 | $460M | $310M | $150M | 11 | 0 |
| Jun 2020 | $0 | $0 | $0 | 11 | 0 |
| Jun 2020 | $0 | $0 | $0 | 11 | 0 |
| May 2020 | $0 | $0 | $0 | 11 | 0 |
| Apr 2020 | $0 | $0 | $0 | 11 | 0 |
DateAug 2023
Total AUM$561.2M
Discretionary$481.7M
Non-Disc.$79.5M
Employees14
Clients0
DateMar 2023
Total AUM$561.2M
Discretionary$481.7M
Non-Disc.$79.5M
Employees14
Clients0
DateMar 2022
Total AUM$563M
Discretionary$480.7M
Non-Disc.$82.3M
Employees13
Clients0
DateFeb 2021
Total AUM$401.1M
Discretionary$315.1M
Non-Disc.$86M
Employees14
Clients0
DateSep 2020
Total AUM$460M
Discretionary$310M
Non-Disc.$150M
Employees11
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0