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LUMIDA WEALTH MANAGEMENT LLC
CRD 323410File 801-126806
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$132.8M
Bottom 25% of cohort (national)
Discretionary AUM
$132.8M
Clients
44
72 accounts
Employees
10
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 25, 2022
- Principal office
- 1200 PREAKNESS AVENUE, SUITE B1200, WAYNE, NJ, 07470
- Phone
- (917) 541-0170
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.8M
- Discretionary AUM
- $132.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 72
- Non-discretionary accounts
- 0
- Total accounts
- 72
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $78.0M |
| Pooled investment vehicles | 7 | $54.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 10 | increased by6 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 47 | 44 | decreased by3 |
| Apr 1, 2026 | AUM | $148,637,726 | $132,820,358 | decreased by$15,817,368 |
| Apr 1, 2026 | Accounts | 77 | 72 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 37 | 47 | increased by10 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $83,058,912 | $148,637,726 | increased by$65,578,814 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 48 | 77 | increased by29 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LUMIDA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LUMIDA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.