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LUMINESCENT WEALTH MANAGEMENT, INC.
CRD 337660File 801-135615
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$127.4M
Bottom 25% of cohort (national)
Discretionary AUM
$127.4M
Clients
56
163 accounts
Employees
2
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 23, 2026
- Principal office
- 16427 NORTH SCOTTSDALE ROAD, SUITE 410, SCOTTSDALE, AZ, 85254
- Phone
- (602) 838-8870
- Website
- HTTPS://WWW.LUMIWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.4M
- Discretionary AUM
- $127.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 163
- Non-discretionary accounts
- 0
- Total accounts
- 163
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $553K |
| High net worth individuals | 28 | $115.2M |
| Individuals (other than high net worth individuals) | 28 | $11.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.