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Meredith Howell Koenig

Managing MemberLumina Wealth Management, LLCCRD 5346851

About Meredith Howell Koenig

Meredith Howell Koenig is listed as Managing Member at Lumina Wealth Management, LLC in Wilmington, NC. Form ADV reports a beneficial ownership band of 50-75%. Meredith Howell Koenig is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Lumina Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Meredith Howell Koenig work?

Meredith Howell Koenig is listed as Managing Member at Lumina Wealth Management, LLC on SEC Form ADV.

How much of Lumina Wealth Management, LLC does Meredith Howell Koenig own?

Form ADV reports a beneficial ownership band of 50-75%.

Lumina Wealth Management, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2024
View Lumina Wealth Management, LLC →

Lumina Wealth Management, LLC

TitleChief Compliance Officer
Ownership50-75%
Control personYes
Since2024
View Lumina Wealth Management, LLC →