Lumina Wealth Management, Llc, NC — Investment Adviser | BuildTrust

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LUMINA WEALTH MANAGEMENT, LLC

Investment AdviceWILMINGTON, NC

Assets Under Management

$196.8M

Total AUM

Donut chart: Discretionary 189.0M, Non-Discretionary 7.9M
Category	Value
Discretionary	189.0M
Non-Discretionary	7.9M

Adviser Information

Field	Value
CRD Number	291548
SEC Number	801-112277
Street Address	1427 MILITARY CUTOFF ROAD
Street Address 2	SUITE 207
Location	WILMINGTON, NC 28403
Country	United States
Phone	910-599-9409
Total Employees	3

Client Count by Type (158 Total)

Horizontal bar chart: Individuals (other than H… 107, High Net Worth Individual… 43, Charitable Organizations 8
Category	Value
Individuals (other than H…	107
High Net Worth Individual…	43
Charitable Organizations	8