Lumida Wealth Management

Asset Manager SEC-registered adviser

Legal name: Lumida Wealth Management LLC

Wayne, NJ Website X

AUM

$132.8M
Regulatory AUM

Private funds

8
Private Equity 8

Private fund assets

$64.2M
Gross asset value

Employees

10

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

R
Ram Ahluwalia
President and Chief Compliance Officer
Source: SEC Form ADV

Funds(8)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Lumida Series LLC - Tranche VIPrivate Equity$9.1M$9.2M44Jan 2026Warm
Lumida Series LLC - Tranche VIPrivate Equity$9.1M$9.2M44Jan 2026Warm
Lumida Series LLC - Tranche VPrivate Equity$2.8M$2.8M17Jan 2026Warm
Lumida Series LLC - Tranche IIIPrivate Equity$12.9M$13.0M19Jan 2026Warm
Lumida Series LLC - Tranche IPrivate Equity$10.0M$10.1M37Jan 2026Warm
Lumida Series LLC - Tranche IIPrivate Equity$4.2M$4.3M27Jan 2026Warm
Lumida Series LLC - Tranche IVPrivate Equity$1.4M$1.4M9Jan 2026Warm
Lumida 2023-A SPV, LPPrivate Equity$14.7M$17.6M9Dec 2023Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
323410
SEC file number
801-126806

Sources