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Lum Wealth Management GroupFinancial advisor in Stuart, FL

Lum Wealth Management Group is a financial advisor at 309 SE Osceola St Ste 300, Stuart, FL 34994, ranked #26 of 93 financial advisors in Stuart and rated 4.4 from 7 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Stuart, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Lum Wealth Management Group
Address309 SE Osceola St Ste 300, Stuart, FL 34994Get directions
Phone(772) 221-3374
Websitelumwealthmanagement.stewardpartners.com
Google rating4.4 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Stuart and 7 towns within 25 miles: Palm City, Jensen Beach, Port Salerno, Port Saint Lucie, Hobe Sound, Fort Pierce and Jupiter.

Based in Stuart, FLView on map

Questions about Lum Wealth Management Group

How is Lum Wealth Management Group ranked in Stuart?

Lum Wealth Management Group is ranked #26 of 93 financial advisors in Stuart by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Lum Wealth Management Group serve?

Serves Stuart and 7 towns within 25 miles: Palm City, Jensen Beach, Port Salerno, Port Saint Lucie, Hobe Sound, Fort Pierce and Jupiter. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lum Wealth Management Group?

Lum Wealth Management Group has a rating of 4.4 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lum Wealth Management Group?

Call Lum Wealth Management Group on (772) 221-3374. The business is at 309 SE Osceola St Ste 300, Stuart, FL 34994. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Lum Wealth Management Group compared with nearby businesses
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