Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net worth and ultra high net worth individuals and families. We provide truly holistic wealth and legacy management. Lumida’s services include comprehensive wealth management, financial planning, and family office services, which means a quarterback to oversee trust and estate planning, insurance structuring, and concierge health.
Company Details
- Employees
- 14
- Founded
- 2022
- Address
- New York City, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.lumidawealth.com/
- Keywords
- Lumida is a digitally native.
- HQ
- New York City
Lumida Wealth Questions
Lumida Wealth's website is https://www.lumidawealth.com/
Lumida Wealth's LinkedIn profile is https://www.linkedin.com/company/lumidawealth
Lumida Wealth has
14 employees.
View email and phone details for 14
employees at Lumida Wealth.
Lumida Wealth's industry is
Financial Services
Lumida Wealth's top competitors are
Zariah,
Flatgigs,
Cross River Iq,
Digitalocean,
Nativ Global,
Cross River,
Motive,
Mashreq,
Plural Vc,
Us Mobile.
Lumida Wealth's categories are Financial Services
Lumida Wealth's founding year is 2022
