Lumitas Wealth Strategies

EST. AUM
$380,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website lumitaswealth.com
Client types

Overview

Lumitas Wealth Strategies is an independent wealth advisory team co-founded by Dana Schwinck, CFP®, and Justin Mishacoff. The team provides comprehensive, values-driven financial planning, investment management, retirement, legacy, and philanthropic strategies. Originally launched from Wells Fargo Advisors, they joined Commonwealth Financial Network in 2022 and more recently affiliated with &Partners in 2025 to leverage a hybrid broker-dealer model providing independence and flexible infrastructure

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Lumitas Wealth Strategies

Platform Details

Investment Preferences

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Address

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