Lumina Wealth Management LLC


Assets, Funds, Holdings

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Lumina Wealth Management LLC
CRD #291548
SEC #801-112277
AUM $131.9 MM (96% Disc, 94% US, 2020-03-11)
Employees4 (75% Investors, 0% Brokers)
Address1508 Military Cutoff Road
Wilmington, NC 28403
Source [IAPD] [Website] [LinkedIn]
Total AUM ($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
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