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Charles Ian Salvador

Lumida Wealth Management LLC

Wayne, NJ

CRD 2562539

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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 2026-08-19
  • NJ RA
    APPROVED
    Since 2026-08-19

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
Andover Capital Partners Llc New York NY 03/2003 08/2025
Zorea Capital Lp Englewood NJ 09/2025 07/2026
Lvh Global New York NY 03/2025 08/2025
The Commercialiser New York NY 07/2024 02/2025
Unemployed New York NY 06/2022 06/2024
First Metro Investment Corporation Manila 06/2017 06/2022
Lumida Wealth Management Llc Wayne NJ 07/2026 Present
  • 03/2003 → 08/2025
    Andover Capital Partners Llc
    New York, NY
  • 09/2025 → 07/2026
    Zorea Capital Lp
    Englewood, NJ
  • 03/2025 → 08/2025
    Lvh Global
    New York, NY
  • 07/2024 → 02/2025
    The Commercialiser
    New York, NY
  • 06/2022 → 06/2024
    Unemployed
    New York, NY
  • 06/2017 → 06/2022
    First Metro Investment Corporation
    Manila
  • 07/2026 → Present
    Lumida Wealth Management Llc
    Wayne, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-20
S63 Uniform Securities Agent State Law Examination 1998-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-10-20
  • S63 Uniform Securities Agent State Law Examination
    1998-12-03

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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