Luminvest Wealth Management LLC
● SEC registered since 2023CRD 326261SEC# 801-128242Scottsdale, AZ
Reg. AUM
$398M
Employees
5
Accounts
370
Location
Scottsdale, AZ
Luminvest Wealth Management LLC assets under management
Luminvest Wealth Management LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2023. It reports $398 million in regulatory assets under management and employs 5 people.
Luminvest Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trent Robert White Control | Managing Member & Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Luminvest Wealth Management LLC manage?
Luminvest Wealth Management LLC reports $398 million in regulatory assets under management on its Form ADV.
How many employees does Luminvest Wealth Management LLC have?
Luminvest Wealth Management LLC reports 5 employees.
Where is Luminvest Wealth Management LLC located?
Luminvest Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Does Luminvest Wealth Management LLC disclose fund performance?
Luminvest 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 | 9375 E Shea Blvd, Suite 100, Scottsdale, AZ 85260 |
| Phone | 480-300-0062 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$398M▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$398Mregulatory AUM
Discretionary $398M