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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

RAM AHLUWALIA

Advisor at LUMIDA WEALTH MANAGEMENT LLC

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:fcbc0c58-e85b-9ffe-986c-94ab755fb4a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 1, 2014 to Sep 14, 2026

Across DFX

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

Venture Capitalidentity

RAM Ahluwalia

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: LUMIDA WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Dual registered: no
Other names: Ram Ahluwalia
IAPD individual key: 6130405

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LUMIDA WEALTH MANAGEMENT LLC	Independent wealth	Jul 3, 2023	n/a	yes	WAYNE, NJ	Current employment

Relationships

Registered with (1)

→ LUMIDA WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 3, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcbc0c58-e85b-9ffe-986c-94ab755fb4a0
First observed: Jan 1, 2014
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed 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.

RAM AHLUWALIA

Advisor at LUMIDA WEALTH MANAGEMENT LLC

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:fcbc0c58-e85b-9ffe-986c-94ab755fb4a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LUMIDA WEALTH MANAGEMENT LLC

Independent wealth

Jul 3, 2023

n/a

yes

WAYNE, NJ

Current employment