Lumida Wealth is a registered investment adviser (RIA) that offers a holistic approach to wealth management for entrepreneurs, executives, and families. The firm integrates financial planning, investment management, tax strategy, and estate planning to provide a comprehensive financial solution for its clients. Founded with the mission to modernize the wealth management experience, Lumida focuses on leveraging technology and personalized advice to help clients navigate complex financial landscapes and achieve their long-term goals.

Founded in

United States