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Lum Wealth Management

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website stewardpartners.com
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Overview

Lum Wealth Management Group is a financial planning practice focused on helping clients create structure and clarity in their financial lives. The firm emphasizes building trusted relationships and providing guidance designed to help clients pursue their long-term financial goals. Its approach centers on proactive planning intended to create confidence and peace of mind around financial decision-making.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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