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.
Employees: 1-10
Founded date: 2022
Founders name: Justin Guilder; Ram Ahluwalia, CFA
Investors 1
| Date | Name | Website |
| 23.03.2024 | Red Beard ... | redbeard.v... |
Persons 3
| Date | First Name | Last Name | Title | Location | |||
| - | Justin | Guilder | Co-Founder | linkedin.c... | - | j****n@lum... | - |
| - | Ram | Ahluwalia,... | CEO & ... | linkedin.c... | - | r*m@lumida... | - |
| - | Dimitri | Roumelioti... | Relationsh... | linkedin.c... | - | d*****i@lu... | - |
Mentions in press and media 2
| Date | Title | Description |
| 29.05.2024 | Lumida Launches First Self-Custody Wealth Management for Crypto-Natives | A snapshot of recommended transactions that appear in your wallet. You can review the recommendations at your leisure to approve or reject the order. Lumida's new offering allows clients to maintain self-custody while benefiting from expert... |
| 12.10.2023 | Crypto for Advisors: Advisors Pivot to On-Chain Support | In the ever-evolving world of digital assets, there's a constant influx of new investment opportunities. Whether it’s direct ownership, current or upcoming ETFs, various funds, or investments offering exposure to this dynamic asset class, t... |