Luminous 8 Wealth Management LLC

Luminous 8 Wealth Management LLC (CRD# 259786) is a financial advisory firm headquartered in Westlake Village, CA. They manage $11,000,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $115,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, TX

Financial Advisors at Luminous 8 Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer L. Loper
CRD#: 4520949
2659 Townsgate Road, Suite 236, Westlake Village, CA 91361
93
Wealthminder
score

Jennifer Loper (CRD# 4520949) is an Investment Advisor Representative working at Luminous 8 Wealth Management LLC in Westlake Village, CA and has over 11 years of experience in the finance industry.

2
Christopher T. Cashman
CRD#: 1954676
2659 Townsgate Road, Suite 236, Westlake Village, CA 91361
78
Wealthminder
score

Christopher Cashman (CRD# 1954676) is an Investment Advisor Representative working at Luminous 8 Wealth Management LLC in Westlake Village, CA and has over 4 years of experience in the finance industry.

3
Yohance D. Harrison
CRD#: 4418213
Long Beach, CA
73
Wealthminder
score

Yohance Harrison (CRD# 4418213) is an Investment Advisor Representative working at Luminous 8 Wealth Management LLC in Long Beach, CA and has over 15 years of experience in the finance industry.

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