LUMINA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$240,235,234
Discretionary
$230,852,236
Non-discretionary
$9,382,998
Firm details
- CRD number
- 291548
- SEC file number
- 801-112277
- Main office
- WILMINGTON, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.