Key facts
- LUMIDA WEALTH MANAGEMENT LLC is a private equity firm based in WAYNE, NJ.
- LUMIDA WEALTH MANAGEMENT LLC reports $2.1M in regulatory assets under management across 8 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 323410- Regulatory AUM
- $2.1M
- Private fund assets
- $64.2M
- Private funds
- 8 · 8 private equity
- Staff
- 10
- Registered office
- WAYNE, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LUMIDA WEALTH MANAGEMENT LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LUMIDA WEALTH MANAGEMENT LLC's AUM?
- LUMIDA WEALTH MANAGEMENT LLC manages approximately $2.1M in assets.