Lumida Wealth

Financial ServicesNew York, United States11-50 Employees

Lumida Wealth is a financial services firm based in New York, New York, that acts as an investment advisor providing comprehensive wealth management with a focus on alternative investments and family office services. Its offerings are designed to deliver holistic wealth and legacy management through a coordinated approach that includes financial planning and governance of trust and estate planning, insurance structuring, and concierge health considerations. The firm targets high net worth and ultra high net worth individuals and families, aiming to address complex financial needs and long-term wealth preservation within a multi-faceted advisory framework. Positioned in the private wealth and financial planning segment, Lumida emphasizes a quarterback role to oversee and integrate family-office functions, seeking to support clients in managing and coordinating their financial affairs. The company operates from New York and serves a specialized market that seeks comprehensive, integrated wealth management beyond traditional asset management alone.

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