Trevor R. Scheid

LUMINESCENT WEALTH MANAGEMENT

SCOTTSDALE, AZ

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CRD#: 6558226

Professional summary

Trevor Ryan Scheid, CFP® is a registered financial advisor currently at LUMINESCENT WEALTH MANAGEMENT, INC. located in Scottsdale, Arizona.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Trevor has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Ryan Scheid's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 28, 2025 - Present

LUMINESCENT WEALTH MANAGEMENT, INC.

Office #2: 16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254

RIA

CRD#: 337660

SCOTTSDALE, AZ

Past

May 28, 2019 - September 3, 2025

TARBOX FAMILY OFFICE, INC.

RIA

CRD#: 106079

Phoenix, AZ

Past

January 29, 2016 - May 13, 2019

VERSANT CAPITAL MANAGEMENT, INC.

RIA

CRD#: 131692

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2016

Uniform Investment Adviser Law Examination

Current Firm

LUMINESCENT WEALTH MANAGEMENT, INC.

CRD#: 337660 / SEC#:

Arizona

Registered Investment Advisory firm - (8/28/2025 Approved)

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Contact information

Main Address

16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254

Mailing Address

Phone number

(602) 838-8870

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Trevor R. Scheid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Ryan Scheid's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUMINESCENT WEALTH MANAGEMENT, INC.

TARBOX FAMILY OFFICE, INC.

VERSANT CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2016

Current Firm

LUMINESCENT WEALTH MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

LUMINESCENT WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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