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Luminescent Wealth Management, Inc.

EST. AUM
$127,388,083

CONTACTS

CLIENT ACCOUNTS
163

Firm Details

Metro area Phoenix
CRD Number 337660
Website lumiwm.com
Client types

Overview

Luminescent Wealth Management is a U.S.-based independent wealth management and financial planning firm that launched in September 2025, providing fiduciary advice and personalized financial strategies to individuals and families. The firm focuses on retirement planning, tax efficiency, estate strategies, and long-term wealth preservation, positioning itself as a values-driven advisory practice that integrates technical expertise with client-centric guidance. Luminescent emphasizes education, transparency, and advocacy—particularly around financial empowerment topics such as retirement security and protecting vulnerable clients—while delivering tailored investment and planning solutions aligned with long-term financial goals.

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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