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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 | $122.0 MM (96% Disc, 92% US) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 910-599-9409 |
| Address | 1508 Military Cutoff Road Wilmington, NC 28403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Acorn Capital Management LLC
✚
|
PA | 0.1 |
|
Parasol Investment Management LLC
✚
|
IL | 0.1 |
|
Visionary Horizons LLC
✚
|
TN | 0.1 |
|
Fairbank Investment Management Limited
✚
|
0.1 | |
|
1620 Investment Advisors Inc
✚
|
MA | 0.1 |
|
4wealth Advisors Inc
✚
|
IL | 0.1 |
|
Terra Nova Asset Management LLC
✚
|
NY | 0.1 |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.1 |
|
MGO Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Bersot Capital Management LLC
✚
|
CA | 0.1 |