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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lumina Wealth Management LLC
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|---|---|
| CRD # | 291548 |
| SEC # | 801-112277 |
| CIK # | |
| AUM | $196.8 M (2025-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 910-599-9409 |
| Address | 1427 Military Cutoff Road Wilmington, NC 28403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 28.6 |
| (b) Individuals (high net worth individuals) | 43 | 103.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.9 |
| (h) Charitable organizations | 8 | 21.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 31.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 166 | 196.8 |
| By Discretionary | ||
| Discretionary | 165 | 189.0 |
| Non-Discretionary | 1 | 7.9 |
| Total | 166 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.0 | |
| United States Persons | 177.8 | |
| Total | 166 | 196.8 |
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|---|---|---|
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0.2 | |
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IL | 0.2 |
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TX | 0.2 |
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Faith Investor Services LLC
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0.2 | |
|
Westview Management LLC
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VT | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
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|
OR | 0.2 |
|
Prossimo Advisors LLC
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CA | 0.2 |
|
Foundation Capital Management LLC
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PA | 0.2 |