About Us

We are a digitally native, independent investment advisor specializing in alternative investments and digital assets.

OUR MISSION

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.

APPROACH

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.

INVESTMENT PHILOSOPHY

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.

Hypothesis-Based Approach

We test our hypotheses using data-based counterarguments related to macro scenarios, the regulatory landscape, and the lessons of history.

Independent Investment Advice

We strive to identify and align our client’s investments with multi-decade investment trends we believe will create opportunities for lasting, exponential change.

Investments Are Built, Not Made

Execution is everything. We look for capable operators with a record of accomplishment. We evaluate the experience and capabilities of operators to execute on their roadmap.

Separating Good from Great

We combine tested financial analysis frameworks with decades of operating experience in an attempt to identify the highest caliber managers and digital asset investments.

Humility in the Face of Uncertainty

Humility means focusing on knowing what you don’t know rather than what you know. Humility creates a respect for discipline and risk management in the investment process.

Our investors bring deep expertise across range of asset classes.

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Arthur Levitt
Arthur Levitt

Former SEC Chairman

Mike Dudas
Mike Dudas

Founder and General Partner, 6th Man Ventures

Gokul Rajaram
Gokul Rajaram

Board Member, Coinbase

Raj Date
Raj Date

Founder and Former Dep. Director of the CFPB, Fenway Summer Ventures

Drew Austin
Drew Austin

Founder and General Partner, Red Beard Ventures

Marshall Lux
Marshall Lux

Advisor/Fellow at BCG, McKinsey, Harvard

Henry Pinnell
Henry Pinnell

SMD of Tech Investment Banking, SVB

Matt Ober
Matt Ober

General Partner and Member of Lumida's Board of Directors, Social Leverage

Dev Gopalan
Dev Gopalan

Head of Private Credit, Sagard (former Head of US Private Credit, KKR)

Neal Berger
Neal Berger

Founder, Eagle's View Capital Management

Hany Rashwan
Hany Rashwan

Founder & CEO, 21 Shares

Ryan Selkis
Ryan Selkis

Founder & CEO, Messari

media RECOGNITION

Shows & Podcasts
Conferences
Op-Eds
Media & News

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