LUMINA WEALTH MANAGEMENT, LLC

1508 Military Cutoff Road
Suite 302
Wilmington, North Carolina 28403
Tel: 910-599-9409

About LUMINA WEALTH MANAGEMENT, LLC

LUMINA WEALTH MANAGEMENT, LLC, formally registered with the SEC as LUMINA WEALTH MANAGEMENT, LLC. The firm was established in 12/08/2017. They have over 1 offices throughout the country.

LUMINA WEALTH MANAGEMENT, LLC is a Wilmington, North Carolina based Financial Planning firm with nearly $196,838,119 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291548
SEC#	801-112277
Assets Managed by Firm	$196,838,119
No. of Clients	166
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$196,838,119
Individuals (other than high net worth individuals)	107	$28,601,272
High net worth individuals	43	$103,838,997
Pension and profit sharing plans	Fewer than 5 clients	$7,883,677
Charitable organizations	8	$21,516,983
Corporations or other businesses	Fewer than 5 clients	$3,407,368

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