Erin Beth Itkoe
Investment adviser representative at Luminescent Wealth Management, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$127.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Luminescent Wealth Management, Inc.Jun 2025 to now
- Tarbox Family OfficeMay 2019 to Aug 2025
- Versant Capital ManagementDec 2011 to May 2019
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Luminescent Wealth Management, Inc.
$127.4MAssets managed
56Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4816412
- Firm CRD
- 337660