Lumina Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 291548
- SEC number
- 801-112277
- Firm type
- RIA
- Assets under management
- $240.2M as of Apr 13, 2026
- Website
- www.linkedin.com/company/lumina-wealth-management ↗
- Phone
- 910-599-9409
- Address
- 1427 Military Cutoff Road, Wilmington, NC, 28403
Advisors at this firm
3 in our index · page 1 of 1
-
Ashley Fuquay DoyleCRD 4191484 · Wilmington, NCIA Registered
-
Meredith Howell KoenigCRD 5346851 · Wilmington, NCIA Registered
-
Joshua Edward KleinstuberCRD 8189911 · Wilmington, NCIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 291548 ↗
FINRA BrokerCheck record for firm CRD 291548 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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