Lumina Wealth Management LLC

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Assets, Funds, Holdings

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Lumina Wealth Management LLC
CRD #291548
SEC #801-112277
CIK #
AUM $176.5 MM (2024-08-20)
Employees 3 (67% Investors, 0% Brokers)
Phone910-599-9409
Address1508 Military Cutoff Road
Wilmington, NC 28403
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99 29.5
(b) Individuals (high net worth individuals) 38 94.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 7.0
(h) Charitable organizations 10 11.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 32.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 2.3
(n) Other 0 0.0
Total 157 176.5
By Discretionary
Discretionary 154 169.6
Non-Discretionary 3 7.0
Total 157 176.5
By Non-United States Persons
Non-United States Persons 20.1
United States Persons 156.5
Total 157 176.5
Comparable Firms State AUM ($BB)
Challenger Wealth Management
CA 0.2
Pacific Wealth Strategies Group Inc
CA 0.2
Genesis Wealth Advisors LLC
MA 0.2
International Private Wealth Advisors LLC
CA 0.2
Sacks & Associates LLC
NJ 0.2
Cannon Wealth Management Services LLC
NC 0.2
Forbes Financial Planning Inc
RI 0.2
iTrust Asset Management LLC
KY 0.2
Brewster Financial Planning LLC
NY 0.2
Colorado Wealth Group LLC
CO 0.2
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