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.


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Investment Management

Personal Finance

Lumida Wealth

Lumida Wealth

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