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 registered investment adviser (SEC registration in 2023) organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser is not positioned as an ESG-focused manager, is not identified as a multistate adviser, and does not operate as a pension consultant or related adviser.
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
2 of 2THOMAS KNOWLTON
Wealth AdvisorCRD 1801597
TRENT WHITE
FounderCRD 5592137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$378M in ETFs
98%
$372M
<1%
$6.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $94.7M | 287,394 | 25.05% |
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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