Terms of Use

These Terms of Use govern your use of www.lumidawealth.com and its subdomains (the “Website”). By using the Website, you agree to these Terms of Use. If you do not agree, please do not use the Website.

Who operates this Website

The Website is operated by Lumida Wealth Management LLC (“Lumida,” “we,” “us”), an investment adviser registered with the U.S. Securities and Exchange Commission, CRD/IARD No. 323410. SEC registration does not imply a certain level of skill or training. Our office is at 1200 Preakness Avenue, 2nd Floor, Suite B1200, Wayne, NJ 07470.

General information only

Content on the Website is general information about Lumida and its services. It is not an offer to sell, or a solicitation of an offer to buy, any security or investment product, and it is not personalized investment, tax, or legal advice. Lumida provides personalized advice only to clients under a written advisory agreement.

Investment risk

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any examples, illustrations, or forward-looking statements on the Website are for information only and may not reflect actual results.

Private investments and eligibility

Private investment opportunities referenced on the Website are available only to investors who meet the applicable eligibility requirements, such as “accredited investor” or “qualified purchaser” status under U.S. securities laws, and only through the offering documents for that investment.

Third-party links and content

The Website may link to, or include content from, third-party websites and publications. Lumida does not control and is not responsible for third-party content, and a link does not mean Lumida endorses the linked site.

Intellectual property

The Website and its content, including text, graphics, and logos, are owned by Lumida or its licensors. You may view and print content for your personal, non-commercial use. Any other copying, distribution, or modification requires our prior written permission.

Governing law

These Terms of Use are governed by the laws of the State of New Jersey, without regard to its conflict-of-laws rules.

Changes to these Terms

We may update these Terms of Use at any time by posting a revised version on this page. The “Last Updated” date shows when they last changed.

Contact

Questions about these Terms of Use can be sent to legal@lumida.com or 833-512-5111.