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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LUMATURE WEALTH PARTNERS, LLC

CRD 309049

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65eaea16-130a-407a-5ada-11abfa7cf699

Data as of Aug 4, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
On other graphs: 0
Observed: Apr 16, 2020 to Aug 4, 2023
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $561MItem 5.F on the latest filing (2023-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $482M
Private client RAUM: $561MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,255
Individual clients: 326
High net worth clients: 252
SEC number: 801-118746
CRD: 309049
Filings on the tape: 9
First filed: Apr 16, 2020
Latest filed: Aug 4, 2023
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Ramsey, Andrew, Ross	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	04/2020	Apr 16, 2020	Aug 4, 2023
WATSON, RALPH, CORLEY	MANAGING MEMBER	D	yes	04/2020	Apr 16, 2020	Aug 4, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2022	Mar 1, 2023	$561M	$482M	14	8	n/a	n/a
2021	Mar 23, 2022	$563M	$481M	13	8	n/a	n/a
2020	Feb 9, 2021	$401M	$315M	14	8	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$561M	$563M	-0.3%	n/a	n/a	14	13	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCURRENT INVESTMENT ADVISORS, LLC	6	Nov 16, 2023	Oct 2, 2023	ALPHARETTA, GA	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITED CAPITAL FINANCIAL ADVISORS	5	Jun 27, 2020	Jun 4, 2020	ALPHARETTA, GA	Team lift out	Ibd to new firm	1.9%

Relationships

Controls (2)

← Ramsey, Andrew, RossOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 16, 2020 to presentfactForm ADV
← WATSON, RALPH, CORLEYOwnerMANAGING MEMBER, ownership code D, individual
Apr 16, 2020 to presentfactForm ADV

Registered with (6)

← Charles Joseph CostaAdvisorregistration: previous registration
Jun 4, 2020 to Nov 16, 2023factForm ADV
← Andrew Ross RamseyAdvisorregistration: previous registration
Jun 4, 2020 to Nov 16, 2023factForm ADV
← Charles Wesley DavidsonAdvisorregistration: previous registration
Jun 3, 2020 to Nov 16, 2023factForm ADV
← RALPH CORLEY WATSONAdvisorregistration: previous registration
Jun 4, 2020 to Nov 16, 2023factForm ADV
← Wesley Blake TurnerAdvisorregistration: previous registration
Jun 3, 2020 to Nov 16, 2023factForm ADV
← Kelly Manning RodriguezAdvisorregistration: previous registration
Jun 4, 2020 to Nov 16, 2023factForm ADV

Moved with (2)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviser6 advisors, firm absorbed, same day
Nov 16, 2023 to Oct 2, 2023factForm ADV
← UNITED CAPITAL FINANCIAL ADVISORSRegistered adviser5 advisors, team lift out, same day
Jun 27, 2020 to Jun 4, 2020factForm ADV

Dated events

Occurred
Nov 16, 2023
Firm absorbed
Lumature Wealth Partners, LLC's advisors moved to Concurrent Investment Advisors, LLC (Alpharetta, GA): 6 of 6 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Nov 16, 2023
Advisor changed firm
Wesley Blake Turner left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Charles Wesley Davidson left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Ralph Corley Watson left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Charles Joseph Costa left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Kelly Manning Rodriguez left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Andrew Ross Ramsey left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Lumature Wealth Partners, Llc reported RAUM $563.0M, up 40% from $401.1M (2021-02-09 to 2022-03-23)
Form ADVobserved 5 days ago
$162M
Occurred
Apr 16, 2020
First Form ADV filing
Lumature Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65eaea16-130a-407a-5ada-11abfa7cf699
First observed: Apr 16, 2020
Last observed: Aug 4, 2023 38 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LUMATURE WEALTH PARTNERS, LLC

CRD 309049

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65eaea16-130a-407a-5ada-11abfa7cf699

Data as of Aug 4, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Ramsey, Andrew, Ross

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

04/2020

Apr 16, 2020

Aug 4, 2023

WATSON, RALPH, CORLEY

MANAGING MEMBER

yes

04/2020

Apr 16, 2020

Aug 4, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 1, 2023

$561M

$482M

n/a

2021

Mar 23, 2022

$563M

$481M

n/a

2020

Feb 9, 2021

$401M

$315M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$561M

$563M

-0.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCURRENT INVESTMENT ADVISORS, LLC

Nov 16, 2023

Oct 2, 2023

ALPHARETTA, GA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED CAPITAL FINANCIAL ADVISORS

Jun 27, 2020

Jun 4, 2020

ALPHARETTA, GA

Team lift out

Ibd to new firm

1.9%