Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Lumiere Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Lumiere Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Lumiere Financial
Operator of a financial planning firm in New York, NY. Lumiere Financial Group provides wealth management solutions, including investment management, tax planning, insurance solutions, retirement plans, financial planning for life events, estate planning, and philanthropic giving. The company also offers sustainable investing portfolios. Lumiere Financial Group's team of advisors develops personalized plans for clients, and the company has robust privacy and securities policies and trademarks related to their brand.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 51
- Website
- lumierefg.com/
- Ownership
- Privately Held (no backing)
Lumiere Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Lumiere Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Lumiere Financial in its N-PORT filings yet. We sweep new filings monthly.