wealth team
Lumina Wealth Partners
$1.4BBook of businessas reported in coverage
4Advisors
Los Angeles, CAMarket
1Moves on our record
The lineage
until Sep 1, 2026PRIORBernstein Private Wealth Management
Sep 1, 2026CURRENTUBS
Aug 31, 2026team liftoutBernstein Private Wealth Management → UBS
No published coverage yet.