Lumida Wealth
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Lumida is a digitally native, SEC-registered investment advisor. We specialize in alternative assets and estate planning. Our clients recognize the limitations of the traditional 60/40 portfolio and opt for our endowment-style cross-asset class approach. They're drawn to niche asset classes and emerging technologies, driven by a quest for knowledge and understanding in complex areas. Our mission is to guide clients to invest beyond the ordinary to achieve the extraordinary. Lumida stands out through institutional, data-driven insights and unwavering client dedication. Disclaimer: Content provided by Lumida is for informational purposes only. Reproduction without approval is prohibited. Lumida Wealth doesn't offer services or securities sales here. Investing involves risk, and third-party comments don't guarantee future results. Lumida disclaims liability for information accuracy. For all inquiries, contact [email protected] © Copyright Lumida Wealth Management LLC 2023
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