Luminescent Wealth Management, Inc.
● SEC registered since 2026CRD 337660SEC# 801-135615Scottsdale, AZ
Reg. AUM
$127.4M
Employees
2
Accounts
163
Location
Scottsdale, AZ
Luminescent Wealth Management, Inc. assets under management
Luminescent Wealth Management, Inc. is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2026. It reports $127.4 million in regulatory assets under management and employs 2 people.
Luminescent Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ebi Trust U/T/A Dated July 9, 2024 Control | Shareholder | Over 75% | 2025 |
| Erin Beth Itkoe Control | President And Chief Compliance Officer | Under 5% | 2025 |
| Trevor Ryan Scheid Control | Vice President | 10-25% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Luminescent Wealth Management, Inc. manage?
Luminescent Wealth Management, Inc. reports $127.4 million in regulatory assets under management on its Form ADV.
How many employees does Luminescent Wealth Management, Inc. have?
Luminescent Wealth Management, Inc. reports 2 employees.
Where is Luminescent Wealth Management, Inc. located?
Luminescent Wealth Management, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2026.
Does Luminescent Wealth Management, Inc. disclose fund performance?
Luminescent Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254 |
| Phone | (602) 838-8870 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$127.4Mregulatory AUM
Discretionary $127.4M