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Lumina Wealth Management LLC
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CRD # | 291548 |
SEC # | 801-112277 |
CIK # | |
AUM | $176.5 MM (2024-08-20) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 910-599-9409 |
Address | 1508 Military Cutoff Road Wilmington, NC 28403 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 99 | 29.5 |
(b) Individuals (high net worth individuals) | 38 | 94.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 7.0 |
(h) Charitable organizations | 10 | 11.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 32.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 2.3 |
(n) Other | 0 | 0.0 |
Total | 157 | 176.5 |
By Discretionary | ||
Discretionary | 154 | 169.6 |
Non-Discretionary | 3 | 7.0 |
Total | 157 | 176.5 |
By Non-United States Persons | ||
Non-United States Persons | 20.1 | |
United States Persons | 156.5 | |
Total | 157 | 176.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Challenger Wealth Management
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CA | 0.2 |
Pacific Wealth Strategies Group Inc
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|
CA | 0.2 |
Genesis Wealth Advisors LLC
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|
MA | 0.2 |
International Private Wealth Advisors LLC
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|
CA | 0.2 |
Sacks & Associates LLC
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|
NJ | 0.2 |
Cannon Wealth Management Services LLC
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|
NC | 0.2 |
Forbes Financial Planning Inc
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|
RI | 0.2 |
iTrust Asset Management LLC
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|
KY | 0.2 |
Brewster Financial Planning LLC
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|
NY | 0.2 |
Colorado Wealth Group LLC
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|
CO | 0.2 |