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William George Anlyan

LUMINA WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina
Clean recordLUMINA WEALTH MANAGEMENT, LLC
1508 MILITARY CUTOFF ROAD, WILMINGTON, NC 28403CRD# 2774334Firm CRD# 291548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William George Anlyan · WILMINGTON, NC
Registration
CRD #2774334 · LUMINA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William George Anlyan is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with LUMINA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LUMINA WEALTH MANAGEMENT, LLC
LUMINA WEALTH MANAGEMENT, LLC
AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LUMINA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2774334
Firm CRD# 291548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William George Anlyan offer?
William George Anlyan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are William George Anlyan's credentials?
William George Anlyan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William George Anlyan located?
William George Anlyan is based in WILMINGTON, North Carolina, working with LUMINA WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does William George Anlyan charge for services?
William George Anlyan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMINA WEALTH MANAGEMENT, LLC?
LUMINA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUMINA WEALTH MANAGEMENT, LLC

Ashley Fuquay Doyle
WILMINGTON, NC
Meredith Howell Koenig
WILMINGTON, NC

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Research
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