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Lumina Wealth Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Lumina Wealth Management, registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Lumina Wealth Management manages $131.9 million and provides investment advisory services for 137 clients (1:46 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 18
Minimum Investment $50,000
Average Client Balance $962,587
Total AUM $131.9 million
Advisor / Client Ratio 1:46
Headquarters Wilmington, NC
SEC Filings View SEC IAPD CRD #291548
State(s) Registered NC, TX


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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