Lumida Wealth

Lumida Wealth

Financial Services

Lumida is a digitally native, independent investment advisor specializing in digital assets and alternatives.

About us

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.

Website
https://www.lumidawealth.com/
Industry
Financial Services
Company size
2-10 employees
Headquarters
New York City
Type
Privately Held
Founded
2022

Locations

Employees at Lumida Wealth

Updates

Similar pages

Funding

Lumida Wealth 1 total round

Last Round

Pre seed
See more info on crunchbase