Home
Financial Advisor
North Carolina
Wilmington
LUMINA WEALTH MANAGEMENT, LLC

LUMINA WEALTH MANAGEMENT, LLC

Tel: 910-599-9409 1508 Military Cutoff Road Suite 302 Wilmington, North Carolina 28403

About LUMINA WEALTH MANAGEMENT, LLC

LUMINA WEALTH MANAGEMENT, LLC is a Wilmington, North Carolina based financial advisory firm with nearly $196,838,119 in assets under management and provides investment advisory services for 166 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

291548

Firm SEC#:

801-112277

Assets Under Management:

$196,838,119

No. of Clients:

166

No. of Advisors:

3

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in North Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in North Carolina, Wilmington

FirmCRD#:297904
SEC#:801-113818
No. of Advisors:12
No. of Clients:1086
AUM:$1,067,283,022
FirmCRD#:148659
SEC#:801-69690
No. of Advisors:6
No. of Clients:970
AUM:$335,199,925
FirmCRD#:138515
SEC#:801-107868
No. of Advisors:7
No. of Clients:963
AUM:$228,789,377
FirmCRD#:311298
SEC#:801-119910
No. of Advisors:6
No. of Clients:811
AUM:$227,897,299
FirmCRD#:157852
SEC#:801-120194
No. of Advisors:6
No. of Clients:807
AUM:$172,959,637
FirmCRD#:327880
SEC#:801-128694
No. of Advisors:3
No. of Clients:291
AUM:$137,008,121

Explore More Financial Advisor Firms in Wilmington, North Carolina >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.