Lumina Wealth Management, LLC
● SEC registered since 2017CRD 291548SEC# 801-112277Wilmington, NC
Reg. AUM
$240.2M
Employees
4
Accounts
595
Location
Wilmington, NC
Lumina Wealth Management, LLC assets under management
Lumina Wealth Management, LLC is an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2017. It reports $240.2 million in regulatory assets under management and employs 4 people.
Lumina Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Fuquay Doyle Control | Managing Member | 50-75% | 2024 |
| Meredith Howell Koenig Control | Managing Member | 50-75% | 2024 |
| Meredith Howell Koenig Control | Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Lumina Wealth Management, LLC manage?
Lumina Wealth Management, LLC reports $240.2 million in regulatory assets under management on its Form ADV.
How many employees does Lumina Wealth Management, LLC have?
Lumina Wealth Management, LLC reports 4 employees.
Where is Lumina Wealth Management, LLC located?
Lumina Wealth Management, LLC is based in Wilmington, NC and has been SEC-registered since 2017.
Does Lumina Wealth Management, LLC disclose fund performance?
Lumina Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1427 Military Cutoff Road, Suite 207, Wilmington, NC 28403 |
| Phone | 910-599-9409 |
| Office hours | 9:00 a.m. - 5:00 p.m. M-Th / 9:00 A.M - 4:00 p.m. Fr |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.2M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$240.2Mregulatory AUM
Discretionary $230.9MNon-discretionary $9.4M