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, owner-controlled RIA focused on advising individuals and families. The firm is SEC-registered (registered in 2023) and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements combine a percentage-of-assets model with fixed-fee engagements. Luminvest does not market itself as an ESG-focused investor and is not characterized as a multi-state adviser; it also identifies as not acting as a capital allocator, which suggests reliance on external managers for private-market exposures.
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 39Active vs passive
$376M in ETFs
99%
$373M
<1%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $103M | 273,665 | 27.40% |
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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