Lumina Wealth Management LLC


Assets, Funds, Holdings

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Lumina Wealth Management LLC
CRD #291548
SEC #801-112277
AUM $122.0 MM (96% Disc, 92% US)
Employees4 (75% Investors, 0% Brokers)
Address1508 Military Cutoff Road
Wilmington, NC 28403
Source [IAPD] [Website] [LinkedIn]
Total AUM ($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
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
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