LUMIDA WEALTH MANAGEMENT LLC
CRD #323410 SEC #801-126806 WAYNE, NJ (833) 512-5111
SEC Registered
Total AUM
$148.6M
Discretionary
$148.6M
Employees
4
Clients
--
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $148.6M | $148.6M | $0 | 4 | 0 |
| May 2025 | $83.1M | $78.4M | $4.7M | 4 | 0 |
| Feb 2025 | $83.1M | $78.4M | $4.7M | 4 | 0 |
| Jul 2024 | $124.9M | $26.3M | $98.6M | 5 | 0 |
| Mar 2024 | $124.9M | $26.3M | $98.6M | 5 | 0 |
| Nov 2023 | $109.7M | $11.1M | $98.6M | 5 | 0 |
| Oct 2023 | $99.7M | $1.1M | $98.6M | 4 | 0 |
| Sep 2023 | $99.7M | $1.1M | $98.6M | 4 | 0 |
| Jul 2023 | $99.7M | $1.1M | $98.6M | 4 | 0 |
| Mar 2023 | $99.7M | $1.1M | $98.6M | 3 | 0 |
| Mar 2023 | $99.7M | $1.1M | $98.6M | 3 | 0 |
DateOct 2025
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$83.1M
Discretionary$78.4M
Non-Disc.$4.7M
Employees4
Clients0
DateFeb 2025
Total AUM$83.1M
Discretionary$78.4M
Non-Disc.$4.7M
Employees4
Clients0
DateJul 2024
Total AUM$124.9M
Discretionary$26.3M
Non-Disc.$98.6M
Employees5
Clients0
DateMar 2024
Total AUM$124.9M
Discretionary$26.3M
Non-Disc.$98.6M
Employees5
Clients0
DateNov 2023
Total AUM$109.7M
Discretionary$11.1M
Non-Disc.$98.6M
Employees5
Clients0
DateOct 2023
Total AUM$99.7M
Discretionary$1.1M
Non-Disc.$98.6M
Employees4
Clients0
DateSep 2023
Total AUM$99.7M
Discretionary$1.1M
Non-Disc.$98.6M
Employees4
Clients0
DateJul 2023
Total AUM$99.7M
Discretionary$1.1M
Non-Disc.$98.6M
Employees4
Clients0
DateMar 2023
Total AUM$99.7M
Discretionary$1.1M
Non-Disc.$98.6M
Employees3
Clients0
DateMar 2023
Total AUM$99.7M
Discretionary$1.1M
Non-Disc.$98.6M
Employees3
Clients0