Rasik Sharma
Investment adviser representative at Lumida Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$132.8MFirm assets
3 yearsFirm in business
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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
10 years in the industry.
- Lumida Wealth Management LLCApr 2026 to now
- Tsg Alpha PartnersDec 2025 to Apr 2026
- Tsg InvestJun 2025 to Nov 2025
- Aeklvya Advisors, Inc.Apr 2024 to May 2025
- New York Institute of TechnologyJan 2023 to Dec 2024
- CIBCAug 2018 to Dec 2022
- CIBCSep 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8208653
- Firm CRD
- 323410