LUMINESCENT WEALTH MANAGEMENT, INC.

Overview

Luminescent Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and advisor-selection services. The firm operates as a capital allocator — it builds client portfolios around pooled public funds and also directs capital to external alternative managers for niche exposures. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment posture is pragmatic rather than thematic: the firm is not an active ESG investor and focuses on delivering diversified exposure through mutual funds and other pooled vehicles for core equity and fixed income construction, while layering in alternative income and real-asset allocations. It provides portfolio management for individuals and small businesses and acts as a selector of other advisers when clients require specialist strategies or private-market access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices