Lumen Management LLC

Lumen Management LLC (CRD# 171267) is a financial advisory firm headquartered in Lehi, UT. They manage $33,350,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $16,675,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lumen Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
David A. Frazier
CRD#: 6340168
3333 N Digital Drive Suite 430, Lehi, UT 84043
90
Wealthminder
score

David Frazier (CRD# 6340168) is an Investment Advisor Representative working at Lumen Management LLC in Lehi, UT and has over 4 years of experience in the finance industry.

2
Scott W. Frazier
CRD#: 6340219
3333 N Digital Drive Suite 430, Lehi, UT 84043
90
Wealthminder
score

Scott Frazier (CRD# 6340219) is an Investment Advisor Representative working at Lumen Management LLC in Lehi, UT and has over 4 years of experience in the finance industry.

3
Jensen H. Warnock
CRD#: 6340309
3333 N Digital Drive Suite 430, Lehi, UT 84043
90
Wealthminder
score

Jensen Warnock (CRD# 6340309) is an Investment Advisor Representative working at Lumen Management LLC in Lehi, UT and has over 3 years of experience in the finance industry.

4
Davis H. Warnock
CRD#: 6520986
3333 N Digital Drive Suite 430, Lehi, UT 84043
89
Wealthminder
score

Davis Warnock (CRD# 6520986) is an Investment Advisor Representative working at Lumen Management LLC in Lehi, UT and has over 2 years of experience in the finance industry.

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