SCOTTSDALE, AZCRD 326261Latest ADV February 25, 2026
Luminvest Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated February 25, 2026, reports $398M in regulatory assets under management, 5 employees, and 370 accounts.
Assets Under Management
$398M
Employees
5
Offices
--
Total Clients
140
Primary office
SCOTTSDALE, AZ
9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.7% of total clients.
Top client categories% of clientsClients
1
HNWI
80.7%
113
2
Individuals
19.3%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$398Mas of February 25, 2026
Discretionary100.0%
$398M
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$398M
Total Accounts370
10Y AUM Change+$398M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
10Y Employee Change+4 (+400.0%)
* 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.