| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Fuquay Doyle Control | Managing Member | 50-75% | 2024 |
| Meredith Howell Koenig Control | Chief Compliance Officer | 50-75% | 2024 |
| Meredith Howell Koenig Control | Managing Member | 50-75% | 2024 |
Lumina Wealth Management, LLC reports $196.8 million in regulatory assets under management on its Form ADV.
Lumina Wealth Management, LLC reports 3 employees.
Lumina Wealth Management, LLC is based in Wilmington, NC and has been SEC-registered since 2017.
Lumina Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1427 Military Cutoff Road, Suite 207, Wilmington, NC 28403 |
| Phone | 910-599-9409 |
| Office hours | 9:00 a.m. - 5:00 p.m. M-Th / 9:00 A.M - 4:00 p.m. Fr |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $189M |
| Non-discretionary | $7.9M |
| Total (RAUM) | $196.8M |