Luminescent Wealth Management, Inc.

Overview

Luminescent Wealth Management, Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (registered in 2026) and describes itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Ownership is listed as a combination of a domestic entity and an individual. Compensation arrangements include percentage‑of‑AUM fees as well as hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor and reports an industry affiliation with accounting professionals.

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Investments & Alternatives