Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/23/2026
Other registrations (1)
Former registrations

LUMINESCENT WEALTH MANAGEMENT, INC.

ADV Location SCOTTSDALE, AZ, United States
Contact Info (60 xxxxxxx
Websites
AUM* 127,388,083
of that, discretionary 127,388,083
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 781,522
% High Net Worth 49.12%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

127M 109M 91M 73M 55M 36M 18M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees