Lumida Wealth Management LLC
● SEC registered since 2022CRD 323410SEC# 801-126806Wayne, NJ
Ranks #5,560 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$132.8M
Fund GAV
$64.2M
Private funds
8
Employees
10
Accounts
72
Location
Wayne, NJ
Lumida Wealth Management LLC assets under management
Lumida Wealth Management LLC operates as an SEC-registered investment adviser based in Wayne, NJ. The firm has been registered since 2022. It reports $132.8 million in regulatory assets under management and employs 10 people. Lumida Wealth Management LLC manages 8 private funds with combined gross assets of $64.2 million, including Lumida 2023-A SPV, LP. By regulatory assets, it ranks 5,560 of 6,004 private fund managers.
Lumida Wealth Management LLC private funds
8 funds · $64.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lumida 2023-A SPV, LP | Private Equity | $14.7M | $100K |
| Lumida Series LLC - Tranche III | Private Equity | $12.9M | $51K |
| Lumida Series LLC - Tranche I | Private Equity | $10M | $51K |
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Join to unlock · $37/moLumida Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lumida, Inc Control | Principal Owner | Over 75% | 2022 |
| Ram Ahluwalia Control | President And Chief Compliance Officer | Under 5% | 2022 |
| Asmaa Ahluwalia 2022 Dynasty Trust Control | Member | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Lumida Wealth Management LLC manage?
Lumida Wealth Management LLC reports $132.8 million in regulatory assets under management on its Form ADV.
How many private funds does Lumida Wealth Management LLC manage?
Lumida Wealth Management LLC manages 8 private funds with combined gross assets of $64.2 million.
How many employees does Lumida Wealth Management LLC have?
Lumida Wealth Management LLC reports 10 employees.
Where is Lumida Wealth Management LLC located?
Lumida Wealth Management LLC is based in Wayne, NJ and has been SEC-registered since 2022.
Does Lumida Wealth Management LLC disclose fund performance?
Lumida Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Preakness Avenue, Suite B1200, Wayne, NJ 07470 |
| Phone | (917) 541-0170 |
| Office hours | 9a.m. - 5 a.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.8M▲ 60%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$132.8Mregulatory AUM
Discretionary $132.8M
Service providers
Auditor