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Lumida Wealth Management LLC CRD 323410
$133M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
Branch Locations
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tsg Alpha Partners | Jersey City | NJ | 12/2025 | 04/2026 |
| Tsg Invest | Ronkonkoma | NY | 06/2025 | 11/2025 |
| Aeklvya Advisors, Inc. | New York | NY | 04/2024 | 05/2025 |
| New York Institute Of Technology | New York | NY | 01/2023 | 12/2024 |
| Cibc | Toronto | 08/2018 | 12/2022 | |
| Cibc | Toronto | 09/2016 | 07/2018 | |
| Lumida Wealth Management Llc | Wayne | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-26 |
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