Luma Wealth

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

1350 Euclid Ave Ste 400, Cleveland, Ohio...

Phone Number

(866) 995-6191

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Luma Wealth

Hightower Signature specializes in wealth management, investment management, financial planning, and estate planning, aimed at helping clients protect, grow, and secure their financial futures. The firm serves a diverse clientele, including families, women, business owners, professionals, and retirees, providing personalized support tailored to individual needs. Their experienced team focuses on empowering clients through life's transitions, ensuring that financial strategies align with personal ambitions and lifestyles. Hightower Signature is dedicated to building lifelong partnerships with clients, offering a comprehensive range of services designed to adapt to evolving financial needs.Explore more
Luma Wealth's Social MediaPopular SearchesLuma WealthLuma Wealth AdvisorsHightower Advisors LLCLumaLumawealthSIC Code 62,628NAICS Code 52,523Show more

Luma Wealth Org Chart

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ES
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Director, Practice Group Leader, Wealth Advis...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luma Wealth

<$5M
11-50
Private
-
2017
ES
Emily ShacklettDirector, Practice Group Leader, Wealth Advisor
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
2013
GJ
Gloria JenningsManager, Benefits
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Luma Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Luma Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Luma Wealth.

Luma Wealth Tech Stack

A closer look at the technologies used by Luma Wealth

Luma Wealth News & Media

  • Fairport Wealth Announces Community Beacon Recipient

    CLEVELAND, Feb. 15, 2022 /PRNewswire/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents...
  • Luma Wealth Forms Advisory Council

    CLEVELAND, May 17, 2021 /PRNewswire/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families. Council members, who are thought leaders in their respective...
Read more news

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Frequently Asked Questions Regarding Luma Wealth

What is Luma Wealth's official website?
Luma Wealth's official website is www.lumawealth.com
What is Luma Wealth's Revenue?
Luma Wealth's revenue is <$5 Million
What is Luma Wealth's SIC code?
Luma Wealth's SIC: 62,628
What is Luma Wealth's NAICS code?
Luma Wealth's NAICS: 52,523
How many employees does Luma Wealth have?
Luma Wealth has 11-50 employees
What industry does Luma Wealth belong to?
Luma Wealth is in the industry of: Finance, Securities Trading
What is Luma Wealth competition?
Luma Wealth top competitors include: Holliger Financial Consultants, Clear Investment Research, Greenwood Capital Associates, Wealth Advisory Services
What companies has Luma Wealth acquired?
Luma Wealth has acquired the companies: FMA Advisory, Optimal Portfolio
What technology does Luma Wealth use?
Some of the popular technologies that Luma Wealth uses are: Cloudflare CDN, Bitly, Eploy, Engage ATS
How do I contact Luma Wealth?
Luma Wealth contact info: Phone number: (866) 995-6191 Website: www.lumawealth.com
What does Luma Wealth do?

Hightower Signature specializes in wealth management, investment management, financial planning, and estate planning, aimed at helping clients protect, grow, and secure their financial futures. The firm serves a diverse clientele, including families, women, business owners, professionals, and retirees, providing personalized support tailored to ind... ividual needs. Their experienced team focuses on empowering clients through life's transitions, ensuring that financial strategies align with personal ambitions and lifestyles. Hightower Signature is dedicated to building lifelong partnerships with clients, offering a comprehensive range of services designed to adapt to evolving financial needs.Read More

What are Luma Wealth social media links?
Luma Wealth Linkedin page Luma Wealth Twitter page Luma Wealth Facebook page
Is Luma Wealth a public company?
Luma Wealth is private company therefore does not currently have an official ticker symbol
See more information about Luma Wealth

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