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LUMINA WEALTH MANAGEMENT, LLC
Tel: 910-599-9409
1508 Military Cutoff Road Suite 302
Wilmington, North Carolina 28403
LUMINA WEALTH MANAGEMENT, LLC
LUMINA WEALTH MANAGEMENT, LLC is a Wilmington, North Carolina based financial advisory firm with nearly $196,838,119 in assets under management and provides investment advisory services for 166 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (OUTSOURCED CIO SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
291548
SEC#:
801-112277
No. of Clients:
166
Assets under Management
$196,838,119
No. of Advisors:
3
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