Lumen Advisory and Finance

Financial Advisory Serviceslumenadvisory.com

Lumen Advisory and Finance is a privately held, micro-scale advisory and coaching firm founded in 2012 and headquartered in Salt Lake City, United States, operating with 1-10 employees. Its primary domain is currently listed for sale, indicating potential business disruption or asset divestiture.

Company typePrivate
Founded2012
HeadquartersSalt Lake City, United States
Headcount1–10
GTM typeB2B
OfferingServices

What Lumen Advisory and Finance does

Lumen Advisory and Finance is a small, privately held for-profit advisory firm founded in 2012 and headquartered in Salt Lake City, United States. According to the available firmographic data, the company's stated mission is to provide exceptional information and coaching to clients, suggesting it operates as a boutique advisory and coaching practice rather than a technology-enabled services platform. The firm reports 1-10 employees, consistent with a sole-practitioner or small-team consulting model. No product portfolio, service offerings, customer segments, pricing for advisory services, revenue figures, management team, or technology infrastructure are disclosed in the source data.

The only material commercial signal in the source data is that the company's primary domain, LumenAdvisory.com, is currently listed for sale on HugeDomains.com at $15,095 (one-time purchase) or $628.96 per month over 24 months at 0% interest. This listing is a meaningful negative signal: it indicates either an active wind-down of operations, a rebranding initiative, an abandonment of the digital channel, or a pure asset divestiture. The source explicitly notes that the available data does not contain information about the company's actual operations, ownership, investors, or control structure — only the domain sale page is provided. No technology stack, AI capabilities, integrations, partnerships, funding history, regulatory actions, or expansion signals are present in the input.

Lumen Advisory and Finance firmographics

Firmographics

Name: Lumen Advisory and Finance
Website: https://lumenadvisory.com
Company type: Private
Founded year: 2012
Operating status: Operating
Headcount range: 1–10 employees
Short description: Lumen Advisory and Finance is a privately held, micro-scale advisory and coaching firm founded in 2012 and headquartered in Salt Lake City, United States, operating with 1-10 employees. Its primary domain is currently listed for sale, indicating potential business disruption or asset divestiture.
Ownership category
akta.pro rank

Lumen Advisory and Finance industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries: Investment Management Advisory (RIA) (FSAEAAAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

Financial advisory services
Business consulting
Advisory coaching
Information services
Consulting services

Where Lumen Advisory and Finance is headquartered

Location

Headquarters

HQ city: Salt Lake City
HQ country: United States
HQ region: North America

Markets served

Lumen Advisory and Finance business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel

Pricing tiers

Model	Billing	Price
One time/ perpetual license	Pay-as-you-go	One-time domain purchase
Other	Monthly	Payment plan financing

Lumen Advisory and Finance product offering

Product offering

Core offering

Lumen Advisory and Finance is described as a private for-profit firm whose stated mission is to provide exceptional information and coaching to clients. The firm's website (lumenadvisory.com) is currently listed for sale on HugeDomains at $15,095, so no live product/service details, client deliverables, or active offerings are evidenced in the source data.

Differentiator

Problem solved

Functional benefit

Companies that use Lumen Advisory and Finance

Customer profile

Ideal customer profiles1 record

Lumen Advisory and Finance technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Lumen Advisory and Finance partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves2 records

Lumen Advisory and Finance competitors and assessment

Company assessment

Direct peers

Focus Financial Partners: Partnership platform for independent, boutique RIAs and wealth advisory firms. Directly comparable as the canonical consolidator/acquirer for small advisory practices like Lumen Advisory.
Hightower Advisors: National RIA partnership serving HNW individuals and families with comprehensive financial planning and investment advisory. Directly comparable as a wealth advisory / RIA platform that supports boutique advisor teams with back-office infrastructure.
Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment management, and tax strategy to individuals and families. Directly comparable in business model (independent full-service RIA with planning emphasis) to the implied scope of Lumen Advisory.
Creative Planning: Large independent RIA serving individuals and families with comprehensive financial planning and wealth advisory services. Comparable to Lumen Advisory as a fee-based advisory firm operating in the same product category for similar clients.

Emerging players

Facet Wealth: Tech-enabled flat-fee financial planning and investment advisory firm serving individuals nationally. Comparable as an emerging player with a coaching/planning-led approach similar to the framing of Lumen Advisory's mission.
Wealthsimple: Digital wealth advisor and financial planning platform for individuals. Comparable as an emerging digital RIA offering advice/coaching and investment management to retail and mass-affluent clients.
Personal Capital (now Empower Personal Dashboard): Digital-first hybrid RIA offering investment management and financial planning to mass-affluent and HNW individuals. Comparable as an emerging/tech-enabled RIA serving similar individual-client segments with a coaching-style advisory model.

Broad incumbents

Fisher Investments: Large independent investment advisory firm managing portfolios for individual and institutional clients. Comparable at a much larger scale as an established player in the RIA / investment advisory category.
Edward Jones: Large, established broker-dealer and RIA serving individual investors and families with comprehensive financial advisory. Broad incumbent with overlapping capabilities, operating at much greater scale than Lumen Advisory.
Raymond James Financial Services: Large diversified financial services firm with a significant independent RIA and wealth management arm. Comparable as a broad incumbent in the same wealth advisory category.

Market position

Strengths2 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights2 records

Customer concentration

Lumen Advisory and Finance financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lumen Advisory and Finance leadership team

Management profile

Number of profiles

Lumen Advisory and Finance funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lumen Advisory and Finance M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lumen Advisory and Finance

What does Lumen Advisory and Finance do?

When was Lumen Advisory and Finance founded?

Lumen Advisory and Finance was founded in 2012. It employs 1 to 10 people.

Where is Lumen Advisory and Finance based?

Lumen Advisory and Finance is headquartered in Salt Lake City, United States, in the North America region.

Who are Lumen Advisory and Finance's main competitors?

Direct peers on record are Focus Financial Partners, Hightower Advisors, Mariner Wealth Advisors and Creative Planning. Emerging players are Facet Wealth, Wealthsimple and Personal Capital (now Empower Personal Dashboard). Broad incumbents are Fisher Investments, Edward Jones and Raymond James Financial Services.

Does Lumen Advisory and Finance have an API?

No public API is recorded for Lumen Advisory and Finance.

What industry is Lumen Advisory and Finance in?

Lumen Advisory and Finance's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.