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Lumena Financial Strategies

Lumena Financial Strategies provides wealth management and financial advice to clients and their families.

Financial Services
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Headquarters
San Diego, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
21 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Lumena Financial Strategies do?

The firm draws on its team’s collective experience in its approach to wealth management.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Wealth management

The firm provides financial advice to clients and their families.

Source: LinkedIn company description · Retrieved October 13, 2026

Securities and advisory services

Securities and advisory services are offered through LPL Financial.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWLumena Financial Strategies listed #10 on Banking advisory firms, October 7, 2026Open the published source list.
Lumena Financial Strategies

#10 Banking advisory firms

Snapshot: October 7, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated August 30, 2026, September 13, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 26, 2026, September 27, 2026, September 28, 2026, October 7, 2026 and October 10, 2026. How the company lists are built.

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