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LUMIN FINANCIAL, LLC

SOUTHFIELD, MI · CRD 124138 · IAPD ↗ · 248-936-9480

$175.5MRegulatory AUM
3Advisory reps
7Employees
3Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — LUMIN FINANCIAL, LLC (SOUTHFIELD, MI) left the SEC roster (was $175.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.