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LUMINESCENT WEALTH MANAGEMENT, INC.

SCOTTSDALE, AZ · CRD 337660 · IAPD ↗ · lumiwm.com · (602) 838-8870

$127.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — LUMINESCENT WEALTH MANAGEMENT, INC. (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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