Erin Beth Itkoe
Investment Adviser Representative at Luminescent Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erin Beth Itkoe is an investment adviser representative with Luminescent Wealth Management, Inc. in Scottsdale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Tarbox Family Office, Inc. and Versant Capital Management, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Versant Capital ManagementDec 2011 – May 2019Phoenix, AZ
- Tarbox Family OfficeMay 2019 – Aug 2025Newport Beach, CA
- Luminescent Wealth Management, Inc.Jun 2025 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Luminescent Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Strategic Investment Management emphasizing cost-efficiency, tax awareness, diversification, and disciplined decision-making; and Comprehensive Financial Planning including retirement planning and legacy planning, delivered through a boutique, personalized, and collaborative approach.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-135615
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Luminescent Wealth Management, Inc.
1 other advisor in the directory
View Luminescent Wealth Management, Inc. firm profileSimilar advisors in Scottsdale, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erin Beth Itkoe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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