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| Keyboard |
| Lumina Wealth Management LLC
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|---|---|
| CRD # | 291548 |
| SEC # | 801-112277 |
| CIK # | |
| AUM | 240.2 M (2026-04-13) |
| Employees | 4 (75% 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) | 113 | 29.3 |
| (b) Individuals (high net worth individuals) | 49 | 130.6 |
| (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 | 1 | 9.4 |
| (h) Charitable organizations | 8 | 27.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 36.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 240.2 |
| By Discretionary | ||
| Discretionary | 594 | 230.9 |
| Non-Discretionary | 1 | 9.4 |
| Total | 595 | 240.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 21.1 | |
| United States Persons | 219.1 | |
| Total | 595 | 240.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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Legend Capital Advisors LLC
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True Wealth Advisory Group LLC
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IFS Group LLC
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|
Loyola Asset Management LLC
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