Lumina Wealth Management, LLC
Lumina Wealth Management, LLC is an SEC-registered wealth manager in Wilmington, NC with $240.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Lumina Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291548, SEC 801-112277, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $240.2M (2026-04-13)
- Firm type
- Wealth Manager
- Location
- Wilmington, NC
- Employees
- 4
- Clients
- 178
- CRD
- 291548
- Ownership
- ANLYAN, WILLIAM, GEORGE; DOYLE, ASHLEY, FUQUAY; KOENIG, MEREDITH, HOWELL
How much AUM does Lumina Wealth Management, LLC have?
Lumina Wealth Management, LLC reported $240.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Lumina Wealth Management, LLC?
Disclosed owners and executives of Lumina Wealth Management, LLC include ANLYAN, WILLIAM, GEORGE, DOYLE, ASHLEY, FUQUAY, KOENIG, MEREDITH, HOWELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.