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LUMINA WEALTH MANAGEMENT, LLC
CRD 291548 · SEC 801-112277
1427 MILITARY CUTOFF ROAD, SUITE 207, WILMINGTON, NC, 28403, United States
Phone
910-599-9409
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.2M
Discretionary AUM
$230.9M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersOUTSOURCED CIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $29.3M |
| High net worth individuals | 49 | $130.6M |
| Pension/profit sharing plans | 1 | $9.4M |
| Charitable organizations | 8 | $27.1M |
| Insurance companies | 3 | $36.9M |
| Corporations/business entities | 7 | $7.0M |
States served
CA, NC
All web addresses on file
Official SEC filing: View on IAPD