Investment adviser · CRD 323410
LUMIDA WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
WAYNE, NJ, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $133M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $77,975,827 | 58.7% |
| Pooled investment vehicles | 7 | $54,844,531 | 41.3% |
Filing source
Form ADV 2081399 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LUMIDA 2023-A SPV, LPPrivate Equity Fund · Last reported Mar 31, 2026$14.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-5227042111
- Reported beneficial owners
- 14
- Minimum commitment
- $100K
- Form D file number
- 021-500523
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE IIIPrivate Equity Fund · Last reported Mar 31, 2026$12.9MGross asset value
Form D fundraising filings
Lumida Series LLC, Tranche III
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-6663038698
- Reported beneficial owners
- 19
- Minimum commitment
- $50.5K
- Form D file number
- 021-569083
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE IPrivate Equity Fund · Last reported Mar 31, 2026$10MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-6713165237
- Reported beneficial owners
- 37
- Minimum commitment
- $50.5K
- Form D file number
- 021-569025
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE VIPrivate Equity Fund · Last reported Mar 31, 2026$9.11MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-2679645645
- Reported beneficial owners
- 44
- Minimum commitment
- $20.2K
- Form D file number
- 021-569246
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE VIPrivate Equity Fund · Last reported Mar 31, 2026$9.11MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-4114696765
- Reported beneficial owners
- 44
- Minimum commitment
- $20.2K
- Form D file number
- 021-569246
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE IIPrivate Equity Fund · Last reported Mar 31, 2026$4.24MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-7221523769
- Reported beneficial owners
- 37
- Minimum commitment
- $25.3K
- Form D file number
- 021-569059
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUMIDA SERIES LLC - TRANCHE VPrivate Equity Fund · Last reported Mar 31, 2026$2.75MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Fund details & source
- Fund ID
- 805-6418228834
- Reported beneficial owners
- 17
- Minimum commitment
- $50.5K
- Form D file number
- 021-569132
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1200 PREAKNESS AVENUE, SUITE B1200WAYNE, NJ, 07470, United States
CRD 323410
Filing source
Form ADV 2081399 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.