Lumida Wealth
Company

Lumida Wealth

Financial Services New York City, United States 14 employees
Employees
14
Contacts
3
Emails
3
Phones
1

Lumida Wealth Overview

Headquarters
New York City, United States
Industry
Financial Services
Employees
14
Founded
2022
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Lumida Wealth

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.

Lumida Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Lumida Wealth Org Chart

Sample employees and titles
Name Title Contact
Ram Ahluwalia, Cfa
Email Phone
Rahul Kumar Us Growth Lead at Airwallex
Email
Nicolina Delgadillo Business Development - Investor
View
Bilal Arif Chhotani General Manager - Customer Experience
Email

Employees by Management Level

Manager 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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