Linda S. Lubitz, Cfp?, PA
● SEC registered since 1999CRD 108648SEC# 801-56677Coral Gables, FL
Reg. AUM
$317.8M
Employees
6
Accounts
782
Location
Coral Gables, FL
Linda S. Lubitz, Cfp?, PA assets under management
Linda S. Lubitz, Cfp?, PA is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 1999. It reports $317.8 million in regulatory assets under management and employs 6 people.
Linda S. Lubitz, Cfp?, PA owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ikigai Wealth PA Control | Owner | Over 75% | 2025 |
| Jorge Padilla Control | Ceo/President/Cco | Under 5% | 2025 |
| Jorge Padilla Control | President | Over 75% | 2025 |
Frequently asked questions
How much does Linda S. Lubitz, Cfp?, PA manage?
Linda S. Lubitz, Cfp?, PA reports $317.8 million in regulatory assets under management on its Form ADV.
How many employees does Linda S. Lubitz, Cfp?, PA have?
Linda S. Lubitz, Cfp?, PA reports 6 employees.
Where is Linda S. Lubitz, Cfp?, PA located?
Linda S. Lubitz, Cfp?, PA is based in Coral Gables, FL and has been SEC-registered since 1999.
Does Linda S. Lubitz, Cfp?, PA disclose fund performance?
Linda S. Lubitz, Cfp?, PA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 Alhambra Plaza, Suite 1000, Coral Gables, FL 33134 |
| Phone | 305-670-4440 |
| Fax | 305-670-4448 |
| Office hours | 8:30 a.m.-5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$317.8Mregulatory AUM
Discretionary $317.8M