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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Lumina Wealth Management LLC
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| CRD # | 291548 |
| SEC # | 801-112277 |
| CIK # | |
| AUM | $131.9 MM (96% Disc, 94% US, 2020-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 910-599-9409 |
| Address | 1508 Military Cutoff Road Wilmington, NC 28403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Capital Management
✚
|
CA | 0.1 |
|
Quorum Investment Counsel LLC
✚
|
FL | 0.1 |
|
Fourpoints Asset Management Inc
✚
|
NY | 0.1 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Finivi Inc
✚
|
MA | 0.1 |
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.1 |
|
First Market Bank FSB
✚
|
VA | 0.1 |
|
Convergence Financial LLC
✚
|
MO | 0.1 |
|
MAUL Capital Management Inc
✚
|
NV | 0.1 |