Lumida Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
25 W 39th St Ste 700, New York, New York...Website
www.lumida.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
2
1
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2
About Lumida Wealth Management
Lumida is a digitally native, SEC registered investment advisor that specializes in alternative investments and digital assets. The firm offers discretionary and non-discretionary advisory services, including access to venture capital, private equity, and credit investments, tailored for founders, family offices, institutions, and decentralized autonomous organizations (DAOs). Lumida focuses on innovative investment strategies to help clients preserve and create wealth in a changing economic landscape. Their approach combines top-down themes with bottom-up analysis, emphasizing long-term growth and preservation.Explore more
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Most Recent Scoops
Person-Based
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Person-Based
Ram Ahluwalia, CFA, CEO and Founder, appeared on a podcast called "Unchained" on 03/19/2025. Topics discussed include Stagflation, crypto market, Fed policy.
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Lumida is a digitally native, SEC registered investment advisor that specializes in alternative investments and digital assets. The firm offers discretionary and non-discretionary advisory services, including access to venture capital, private equity, and credit investments, tailored for founders, family offices, institutions, and decentralized aut... Read More
