Meredith Howell Koenig
Managing MemberLumina Wealth Management, LLCCRD 5346851
About Meredith Howell Koenig
Meredith Howell Koenig is listed as Managing Member at Lumina Wealth Management, LLC in Wilmington, NC. Form ADV reports a beneficial ownership band of 50-75%. Meredith Howell Koenig is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Lumina Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Meredith Howell Koenig work?
Meredith Howell Koenig is listed as Managing Member at Lumina Wealth Management, LLC on SEC Form ADV.
How much of Lumina Wealth Management, LLC does Meredith Howell Koenig own?
Form ADV reports a beneficial ownership band of 50-75%.
Lumina Wealth Management, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |
Lumina Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |