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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| AHLUWALIA, RAM | I | PRESIDENT | NA | Control |
| CASPERSEN, SAMUEL, MORRIS WESTBY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASPERSEN, SAMUEL, MORRIS WESTBY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASPERSEN, SAMUEL, MORRIS WESTBY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| Guilder, Justin, Matthew | I | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
| LUMIDA, INC | DE | PRINCIPAL OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| AHLUWALIA, RAM | I | ASMAA AHLUWALIA 2022 DYNASTY TRUST | E | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
| ASMAA AHLUWALIA 2022 DYNASTY TRUST | DE | LUMIDA, INC | D | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (5)
FL MD NJ NY TX
Address
1200 PREAKNESS AVENUESUITE B1200
WAYNE, NJ 07470
United States
Phone: (833) 512-5111