Lumina Wealth Management, LLC

Lumina Wealth Management, LLC (CRD# 291548) is a financial advisory firm headquartered in Wilmington, NC. They manage $176,519,039 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1508 Military Cutoff Road, Suite 302, Wilmington, NC 28403
https://www.linkedin.com/company/lumina-wealth-management/about/
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $1,124,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Lumina Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ashley Doyle, financial advisor Wilmington NC
Ashley F. Doyle
CRD#: 4191484
1508 Military Cutoff Road, Suite 302, Wilmington, NC 28403

Ashley Doyle (CRD# 4191484) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 18 years of experience in the finance industry.

2
Meredith Koenig, financial advisor Wilmington NC
Meredith H. Koenig
CRD#: 5346851
1508 Military Cutoff Road, Suite 302, Wilmington, NC 28403

Meredith Koenig (CRD# 5346851) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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