Erin Itkoe
Luminescent Wealth Management · Phoenix, Arizona
Erin Itkoe is a fee-only financial advisor at Luminescent Wealth Management in Phoenix, Arizona, who holds the CFP and PFS credentials. Luminescent Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Divorced individuals
- Multi-generational families
Facts
| Firm | Luminescent Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.4M across 163 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AZ · CRD 4816412 |
| Exams passed | Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lumiwm.com |
| Profile |
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Questions about Erin
Is Erin Itkoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and Luminescent Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin's firm, Luminescent Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erin Itkoe based?
Erin Itkoe is based in Phoenix, Arizona.
What credentials does Erin Itkoe hold?
Erin Itkoe holds the CFP and PFS credentials.
Is Erin Itkoe registered with the SEC?
Yes. Erin Itkoe is registered as an investment adviser representative in AZ (CRD 4816412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luminescent Wealth Management manage?
Luminescent Wealth Management reports $127.4M across 163 accounts in assets under management.
How do I contact Erin Itkoe?
Through Erin's website, www.lumiwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Luminescent Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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