LUMATURE WEALTH PARTNERS, LLC
Alpharetta, Georgia
Lumature Wealth Partners, LLC is a prominent investment advisory firm based out of Alpharetta, GA. With 14 dedicated professionals, including 8 experienced investment advisors, they provide exceptional financial guidance and management services. Their impressive average of approximately $320,300,000 in assets under management per investment advisor sets them apart from the industry standard. Catering primarily to high net worth individuals, Lumature Wealth Partners, LLC oversees a substantial client base of over 330 individuals, with assets under management exceeding $561,198,000. While a significant portion of their managed asse...
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Assets Under Mgmt

$561.2M

Investment Professionals

8

Locations

0

% 401K & Individual

22%

% Discretionary

86%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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