Key facts
- LUMINA WEALTH MANAGEMENT, LLC is a other based in WILMINGTON, NC.
- LUMINA WEALTH MANAGEMENT, LLC reports $21.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 291548- Regulatory AUM
- $21.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- WILMINGTON, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LUMINA WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LUMINA WEALTH MANAGEMENT, LLC's AUM?
- LUMINA WEALTH MANAGEMENT, LLC manages approximately $21.1M in assets.