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.

INVESTMENT PHILOSOPHY

Lumida’s philosophy is rooted in a hypothesis-based, top-down, thematic approach. We start with a top-down perspective, assessing macro, policy, and regulation to identify key trends. We then layer in a bottoms-up investment analysis to produce a well-balanced portfolio. Lumida structures endowment style investing that balances capital appreciation with income generation through a multi asset class investment strategy.

Hypothesis-Based Approach

We test our hypotheses using data-based counterarguments related to macro scenarios, the regulatory landscape, and the lessons of history.

Independent Investment Advice

We strive to identify and align our client’s investments with multi-decade investment trends we believe will create opportunities for lasting, exponential change.

Investments Are Built, Not Made

Execution is everything. We look for capable operators with a record of accomplishment. We evaluate the experience and capabilities of operators to execute on their roadmap.

Separating Good from Great

We combine tested financial analysis frameworks with decades of operating experience in an attempt to identify the highest caliber managers and digital asset investments.

Humility in the Face of Uncertainty

Humility means focusing on knowing what you don’t know rather than what you know. Humility creates a respect for discipline and risk management in the investment process.

OUR TEAM