Ram Ahluwalia
Investment adviser representative at Lumida Wealth Management LLC
12 yearsExperience
3 statesRegistered in
CFADesignation
$132.8MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lumida Wealth Management LLCApr 2022 to now
- Cross RiverJan 2021 to Apr 2022
- PeeriqJan 2014 to Jan 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Lumida Wealth Management LLC
$132.8MAssets managed
44Clients
4Advisers
3 yearsIn 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
- 6130405
- Firm CRD
- 323410