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Luma Wealth Advisors

Luma Wealth Advisors

Financial Services, 1350 Euclid Ave, Cleveland, Ohio, 44115, United States, 11-50 Employees

lumawealth.com

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phone no Phone Number: 21********

Who is LUMA WEALTH ADVISORS

Luma Wealth Advisors was founded to meet the unique financial planning needs of women of wealth. Every woman is different and deserving of respectful, personalized guidance. Luma Wealths ...

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  • 1350 Euclid Ave, Cleveland, Ohio, 44115, United States Headquarters: 1350 Euclid Ave, Cleveland, Ohio, 44115, United States
  • 2017 Date Founded: 2017
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Luma Wealth Advisors Org Chart and Mapping

Employees
David Bosak

David Bosak

Director of Client Service and Wealth Advisor

Cpa/PFS Rachel A. Margulis

Cpa::Pfs Rachel A. Margulis

Wealth Advisor

Michelle Taylor

Michelle Taylor

Advisor, Wid Niche Leader (Widow, Inheritor, Divorce Niche)

Joe Coyne

Joe Coyne

Wealth Advisor

Sara Miller

Sara Miller

Executive Assistant

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Frequently Asked Questions Regarding Luma Wealth Advisors

Answer: Luma Wealth Advisors's headquarters are located at 1350 Euclid Ave, Cleveland, Ohio, 44115, United States

Answer: Luma Wealth Advisors's phone number is 21********

Answer: Luma Wealth Advisors's official website is https://lumawealth.com

Answer: Luma Wealth Advisors's revenue is Under $1 Million

Answer: Luma Wealth Advisors's SIC: 6282

Answer: Luma Wealth Advisors has 11-50 employees

Answer: Luma Wealth Advisors is in Financial Services

Answer: Luma Wealth Advisors contact info: Phone number: 21******** Website: https://lumawealth.com

Answer: Luma Wealth Advisors was founded to meet the unique financial planning needs of women of wealth. Every woman is different and deserving of respectful, personalized guidance. Luma Wealths team of experienced professionals are committed to helping women plan for the expected and prepare for the unexpected including life transitions they may face. With an understanding that a womans wealth is about more than just money, we provide a community in which women can learn, connect and celebrate. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.

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