Luminvest Wealth Management LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 326261
- Registered since
- June 27, 2023
- Website
- www.luminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.49%
- Individuals2.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Luminvest Wealth Management LLC is an independent, SEC‑registered advisory firm organized as an LLC and owner‑managed. It focuses on individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. The firm charges asset‑based fees and also offers fixed‑fee arrangements. Luminvest is not positioned as an ESG specialist, does not act as a pension consultant or related adviser, and does not identify as a multi‑state adviser or capital allocator in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents1%
- Other1%
Contacts
1 of 1
Trent White
FounderCRD 5592137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$423M in ETFs
98%
$416M
<1%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $109M | 296,405 | 25.84% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 9375 E Shea Blvd
- Time zone
- MT (UTC-7)
- Office locations
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