LUMIDA WEALTH MANAGEMENT LLC

Overview

Lumida Wealth Management LLC is an independent registered investment adviser that serves high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator and runs both direct portfolio management and pooled investment vehicles while also selecting outside managers when appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled vehicles, and the selection of other advisers. Fee arrangements are flexible: the firm uses percentage-of-AUM fees, fixed-fee engagements and can accept performance-based fees for certain arrangements. Lumida’s stated preference is equity-oriented — exchange-traded equities represent the primary implementation vehicle for client portfolios — and it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices