Lumature Wealth Partners is an investment advisor in Alpharetta with $563.01 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
850937890
SEC advisor number
801-118746
FINRA CRD number
309049
AUM ?
$561.20 mm
(as of 4 Aug 23)
Accounts
2,255
(as of 4 Aug 23)
Employees
14
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21