About Us

We are a digitally native, independent investment advisor specializing in alternative investments and digital assets.

OUR MISSION

At Lumida Wealth, we want to redefine wealth management. Recognized in industry media and trusted for our insights, we integrate tax mitigation and yield strategies to align with each client’s financial goals. Offering a research-driven approach to cross-asset class investing.

WHO WE SERVE

Our clients are either entrepreneurs, exited founders or have created significant wealth investing in digital assets and the common thread is they are all non-consensus original thinkers.

They woke up to the reality that these classic legacy wealth management firms have conflicts of interests and are not what they used to be.

Founders

Founders have unique tax considerations. These range from QSBS and concentrated stock, to setting up an estate plan before getting a mark-up in valuation. Our CEO is an exited founder, and we specialize in navigating the Founder journey.

Institutions & DAOs

Cross-Asset class investing is more crucial than ever. Our strategies are macro-aware and seek to generate income and capital gains so that institutions can design an investment plan that solves for perpetual existence.

Business Owners

Owners of small businesses have unique tax opportunities such as setting up a pension, or planning on the sale of a business, or access to credit. We work closely with business owners to help them mitigate taxes and plan for the future.

APPROACH

As a fiduciary, we embody a client-first approach. Lumida is a fee-only advisor, not a broker-dealer with hidden fees. Our interests are aligned with yours and our solutions are tailored to your objectives. Lumida does not take a cookie-cutter approach prevalent in traditional wealth management.

OUR TEAM