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Ram Ahluwalia

Lumida Wealth Management LLC

Wayne, NJ

CRD 6130405

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Employer firm

Lumida Wealth Management LLC CRD 323410

$133M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lumida Wealth Management Llc

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-05
TX RA APPROVED 2025-03-05
NY RA APPROVED 2023-07-03
  • NJ RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-03-05
  • NY RA
    APPROVED
    Since 2023-07-03

Branch Locations

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lumida Wealth Management Llc New York NY 04/2022 Present
Peeriq New York NY 01/2014 01/2021
Cross River Fort Lee NJ 01/2021 04/2022
  • 04/2022 → Present
    Lumida Wealth Management Llc
    New York, NY
  • 01/2014 → 01/2021
    Peeriq
    New York, NY
  • 01/2021 → 04/2022
    Cross River
    Fort Lee, NJ
Designations
  • Chartered Financial Analyst
Other Names
  • Ram Ahluwalia

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BETH ELLEN BRADEN-CORN
MARK SZWAGULINSKI
WALTER JAY GOLCZEWSKI

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Wayne, NJ
TD PRIVATE CLIENT WEALTH LLC · Pompton Plains, NJ
CETERA INVESTMENT ADVISERS LLC · WAYNE, NJ

More in Wayne, NJ

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