Luminescent Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,388,083
Total clients
56
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$2,274,787
About
Luminescent Wealth Management provides fee‑only financial planning and ongoing wealth management services to individuals, families, trusts, estates, charitable organizations and business entities, typically working with clients who meet its $2 million account minimum. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and may engage or recommend third‑party sub‑advisers to manage portions of client assets.
Investment decisions are grounded in fundamental analysis and tailored to each client’s objectives, risk tolerance and time horizon; portfolios can include individual equities, bonds, no‑load or load‑waived mutual funds, ETFs and interval funds. The firm acts as a fiduciary, conducts quarterly reviews, monitors accounts on an ongoing basis, and performs due diligence when selecting sub‑advisers.
What is distinctive about the firm is the prominence of tax and accounting expertise within its advisory team: the president is a licensed CPA with multiple advanced planning credentials (CFP®, PFS, AEP®, CAP®), and the brochure emphasizes integration of tax, estate and philanthropic planning into advice. Compared with many peers, Luminescent operates with a small advisory team and relatively high account minimums, indicating a focus on larger or more complex household and institutional relationships rather than mass‑market retail clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.50% $20,000,000+: 0.30%
Hourly financial planning fees ranging from $500 to $800 per hour
Account minimum: $2,000,000 Minimum fee: Financial planning annual fixed fee typically ranging from $20,000 to $40,000 Fee-only: Strictly fee-only financial planning and investment management; no commissions accepted.
Main office location
Luminescent Wealth Management, Inc.
16427 North Scottsdale Road, Suite 410
Scottsdale AZ 85254, United States
Number of offices
3
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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