LUMINA WEALTH MANAGEMENT, LLC

WILMINGTON, North Carolina·3 registered advisors·CRD# 291548
SEC# 801-1122770910-599-9409
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LUMINA WEALTH MANAGEMENT, LLC

3 registered advisors
Ashley Fuquay Doyle
WILMINGTON, North Carolina
Meredith Howell Koenig
WILMINGTON, North Carolina
William George Anlyan
WILMINGTON, North Carolina
05

Office Locations

WILMINGTON, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. LUMINA WEALTH MANAGEMENT, LLC (CRD# 291548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.