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Private Wealth Daily

FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%

The Lean 100 · 2026 edition

^No.62

Luminvest Wealth Management

Scottsdale, AZ · Firm website

97%AUM growth, 2024 to 2026

$398MAUM in the 2026 filing

268%client growth

5people at the firm

AUM by filing

$143M2023

$203M2024

$282M2025

$398M2026

Clients by filing

242023

382024

1002025

1402026

Key people

Trent WhiteFounderOwner · 3 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth97%104%
Client growth268%43%
People57
AUM per person$79.6M$49.7M

Rank by measure

Official rankNo. 6297%
Client growthNo. 1268%
AUM added per personNo. 27$39.1M
AUM per personNo. 23$79.6M

← No. 61 Retiremitten Financial No. 63 Milestone Asset Management Group →

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Luminvest Wealth Management: No. 62 on The Lean 100 (2026) — Private Wealth Daily