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

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)

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