Essentially, Lumida Wealth is our response to the need for a more integrated and client-first approach in wealth management.
We're committed to putting our clients' interests first and eagerly await the opportunity to guide others on their journey to managing wealth and legacy.
Our circle of excellence is the intersection of finance and technology. We bring decades of direct operating and investing experience across private funds, hedge funds, and banks.
Our approach is centered on three pillars
We offer financial planning to balance cash flow management with investment objectives
As a fiduciary, we embody a client-first ethos.
We are not a broker-dealer like the big banks which have conflicts of interest and earn hidden fees for pushing internal products or winning investment banking mandates.
Lumida is a fee-only advisor. Our interests are aligned with yours. Our solutions are tailored to your objectives. We do not take a cookie-cutter approach prevalent in traditional wealth management.
Our investment motto is "Invest Beyond the Ordinary” which refers to our focus on Alternative Investments. Our team and advisors backgrounds have expertise in Credit Strategies, Private Equity, and Digital Assets.
We tap into a distinguished network of top-tier investment professionals, each with deep insights and leadership in their respective fields. These fields include Venture Capital, Biotechnology, and AI / Semiconductors.
Lumida takes the stress off managing your investments, giving you more time for family, hobbies, and other important things. We offer a quarterback service.
The quarterback will work with your tax advisors, estate attorneys, bookkeepers and insurance agents to give your time back and drive your agenda forward. We ensure seamless execution from K-1 collection to sub-doc handling, all while optimizing cash and liquidity management to meet your financial aspirations.
Lumida is devoted to a holistic wealth management approach.
Our bespoke estate planning & insurance services, help safeguard not just your financial, but overall well-being across generations.
Understanding that each individual has a unique financial path, we offer personalized guidance and strategies to navigate the complexities of personal wealth management.
For institutions, we offer strategies as robust as your foundations. We understand challenges in institutional finance and offer specialized support for DAOs/Protocols, Endowments, and Pensions.
The world of family offices is not just about managing wealth; it's about preserving a legacy.
We bring deep experience from market-leading firms in digital assets and traditional finance including Cross River, Anchorage and Merrill Lynch.
