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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LUMIDA WEALTH MANAGEMENT LLC

CRD 323410

WAYNE, NJ

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Search this name across graphsid dfx:ria:91ee1ab1-e0ef-52c5-5f05-f0b29bf8b4c5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 3
Observed: Sep 30, 2022 to Mar 31, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Lumida Wealth Management LLC

Venture manager · shared crd

Independent Sponsorsidentity

Lumida Wealth Management LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Lumida Wealth Management LLC

Private equity manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.59 fund_share=0.41 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $133MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $78.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 59%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $26.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 72
High net worth clients: 37
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $55.1M
SEC number: 801-126806
CRD: 323410
Filings on the tape: 16
First filed: Sep 30, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RAM AHLUWALIA	Chartered Financial Analyst	WAYNE, NJ	3	12	n/a	no
RAYMOND QUINN SAMUELS	n/a	WAYNE, NJ	0	14	3	no
Rasik Sharma	n/a	WAYNE, NJ	0	10	1	no
REEGAN Ronald CAPOZZOLI	n/a	WAYNE, NJ	0	13	1	no
CHARLES IAN SALVADOR	n/a	WAYNE, NJ	0	27	1	no

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
AHLUWALIA, RAM	Trustee	E	yes	07/2022	Sep 30, 2022	Jul 22, 2024
AHLUWALIA, RAM	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Sep 30, 2022	Jul 22, 2024
ASMAA AHLUWALIA 2022 DYNASTY TRUST	Member	D	yes	07/2022	Sep 30, 2022	Jul 22, 2024
LUMIDA, INC	PRINCIPAL OWNER	E	yes	08/2022	Sep 30, 2022	Jul 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	0	no
CHEVY CHASE	Md	United States	0	no

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	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$133M	$133M	10	4	1	8	n/a
2024	Feb 28, 2025	$83.1M	$78.4M	4	1	0	n/a	n/a
2023	Mar 18, 2024	$125M	$26.3M	5	1	2	1	$98.6M
2022	Mar 30, 2023	$99.7M	$1.1M	3	3	1	1	$98.6M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	20.0%	1	0	0	5	1

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
2025	$133M	$83.1M	59.9%	$99.7M	10.0%	10	4	1	0

Relationships

Registered with (6)

← CHARLES IAN SALVADORAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← REEGAN Ronald CAPOZZOLIAdvisorregistration: current employment
May 13, 2026 to presentfactForm ADV
← Rasik SharmaAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← RAYMOND QUINN SAMUELSAdvisorregistration: current employment
Nov 26, 2025 to presentfactForm ADV
← RAM AHLUWALIAAdvisorregistration: current employment
Jul 3, 2023 to presentfactForm ADV
← MARC PHILLIP DAMIANOAdvisorregistration: previous registration
May 15, 2025 to Nov 5, 2025factForm ADV

Controls (3)

← AHLUWALIA, RAMOwnerTRUSTEE, ownership code E, individual
Sep 30, 2022 to Jul 22, 2024factForm ADV
← ASMAA AHLUWALIA 2022 DYNASTY TRUSTOwnerMEMBER, ownership code D, domestic entity
Sep 30, 2022 to Jul 22, 2024factForm ADV
← LUMIDA, INCOwnerPRINCIPAL OWNER, ownership code E, domestic entity
Sep 30, 2022 to Jul 22, 2024factForm ADV

Dated events

Occurred
Nov 5, 2025
Advisor changed firm
Marc Phillip Damiano left Lumida Wealth Management Llc for Valorem Llc (registered 2025-12-24)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
First Form ADV filing
Lumida Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91ee1ab1-e0ef-52c5-5f05-f0b29bf8b4c5
First observed: Sep 30, 2022
Last observed: Mar 31, 2026 5 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.

LUMIDA WEALTH MANAGEMENT LLC

CRD 323410

WAYNE, NJ

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:91ee1ab1-e0ef-52c5-5f05-f0b29bf8b4c5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAM AHLUWALIA

Chartered Financial Analyst

WAYNE, NJ

n/a

RAYMOND QUINN SAMUELS

n/a

WAYNE, NJ

Rasik Sharma

n/a

WAYNE, NJ

REEGAN Ronald CAPOZZOLI

n/a

WAYNE, NJ

CHARLES IAN SALVADOR

n/a

WAYNE, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AHLUWALIA, RAM

Trustee

yes

07/2022

Sep 30, 2022

Jul 22, 2024

AHLUWALIA, RAM

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/2022

Sep 30, 2022

Jul 22, 2024

ASMAA AHLUWALIA 2022 DYNASTY TRUST

Member

yes

07/2022

Sep 30, 2022

Jul 22, 2024

LUMIDA, INC

PRINCIPAL OWNER

yes

08/2022

Sep 30, 2022

Jul 22, 2024

City

State

Country

Employees

Also broker-dealer

Miami

United States

CHEVY CHASE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$133M

n/a

2024

Feb 28, 2025

$83.1M

$78.4M

n/a

2023

Mar 18, 2024

$125M

$26.3M

$98.6M

2022

Mar 30, 2023

$99.7M

$1.1M

$98.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$133M

$83.1M

59.9%

$99.7M

10.0%