Lumiere Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 20, 2026, reports $83M in regulatory assets under management, 5 employees, 3 offices, and 255 accounts.
Assets Under Management
$83M
Employees
5
Offices
3 offices
Total Clients
116
Primary office
NEW YORK, NY
675 THIRD AVENUE, SUITE 920, NEW YORK, NY, United States
Top client segmentIndividuals represent 84.5% of total clients.
Top client categories% of clientsClients
1
Individuals
84.5%
98
2
HNWI
15.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$83Mas of April 20, 2026
Discretionary100.0%
$83M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$83M
Total Accounts255
10Y AUM Change+$83M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.