What changed

Team of four advisors joins UBS from Bernstein, operating as Lumina Wealth Partners in Los Angeles.

Reported / discovered

Aug 31, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Los Angeles, CA

Reported book

$1.4B

Reported team size

4 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.