About Us
We are a digitally native, independent investment advisor specializing in alternative investments and digital assets.
At Lumida Wealth, we want to redefine wealth management. Recognized in industry media and trusted for our insights, we integrate tax mitigation and yield strategies to align with each client’s financial goals. Offering a research-driven approach to cross-asset class investing.
Our clients are either entrepreneurs, exited founders or have created significant wealth investing in digital assets and the common thread is they are all non-consensus original thinkers.
They woke up to the reality that these classic legacy wealth management firms have conflicts of interests and are not what they used to be.
Individuals
Understanding that each individual has a unique financial path, we offer personalized guidance and strategies to navigate the complexities of personal wealth management.
Institutions
For institutions, we offer strategies as robust as your foundations. We offer specialized support for DAOs/Protocols, Endowments, and Pensions.
Family Offices
By combining succession planning with investment management, personalized plans can reflect your values, ensuring that your family’s legacy is safeguarded for future generations.
As a fiduciary, we embody a client-first approach. Lumida is a fee-only advisor, not a broker-dealer with hidden fees. Our interests are aligned with yours and our solutions are tailored to your objectives. Lumida does not take a cookie-cutter approach prevalent in traditional wealth management.
Lumida’s philosophy is rooted in a hypothesis-based, top-down, thematic approach. We start with a top-down perspective, assessing macro, policy, and regulation to identify key trends. We then layer in a bottoms-up investment analysis to produce a well-balanced portfolio. Lumida structures endowment style investing that balances capital appreciation with income generation through a multi asset class investment strategy.