Lumida Wealth Management Llc
- Regulatory AUM
- $133M
- Discretionary
- $133M
- Clients
- 44
- Avg AUM / client
- $3.0M
- Accounts
- 72
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 37 | $78.0M | 58.7% |
| Pooled investment vehicles (non-investment companies) | 7 | $54.8M | 41.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $98.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Social Leverage Capital Fund Iv Lp | Venture Capital Fund | Delaware | $98.6M | 170 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ram Ahluwalia | President/Chief Compliance Officer | CFA | Jul 2022 (4y) | ≈ 28.13% – 75% via Asmaa Ahluwalia 2022 Dynasty Trust |
| Raymond Quinn Samuels | Registered representative | Nov 2025 (1y) | ||
| Christopher Acquaviva | Registered representative | Mar 2026 (0y) | ||
| Rasik Sharma | Registered representative | Apr 2026 (0y) | ||
| Reegan Ronald Capozzoli | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lumida, Inc | Principal Owner | Aug 2022 | A | 75% or more |
| Asmaa Ahluwalia 2022 Dynasty Trust | Member | Jul 2022 | B | ≈ 37.5% – 75% via Lumida, Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ram Ahluwalia: 75% – 100% of Asmaa Ahluwalia 2022 Dynasty Trust × 50% – 75% of Lumida, Inc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Asmaa Ahluwalia 2022 Dynasty Trust: 50% – 75% of Lumida, Inc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $98.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Social Leverage Capital Fund Iv Lp | Venture Capital Fund | $98.6M | $500K | 170 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $78.0M (59% of AUM) Mar 2026
- Interactive Brokers $1.3M (1% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗