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LUMINA WEALTH MANAGEMENT, LLC
CRD 291548File 801-112277
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.2M
Below cohort median (national)
Discretionary AUM
$230.9M
Non-discretionary $9.4M
Clients
181
595 accounts
Employees
3
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 8, 2017
- Principal office
- 1427 MILITARY CUTOFF ROAD, SUITE 207, WILMINGTON, NC, 28403
- Phone
- 910-599-9409
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.2M
- Discretionary AUM
- $230.9M
- Non-discretionary AUM
- $9.4M
- Discretionary accounts
- 594
- Non-discretionary accounts
- 1
- Total accounts
- 595
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $7.0M |
| Insurance companies | Fewer than 5 | $36.9M |
| Charitable organizations | 8 | $27.1M |
| High net worth individuals | 49 | $130.6M |
| Pension and profit sharing plans | Fewer than 5 | $9.4M |
| Individuals (other than high net worth individuals) | 113 | $29.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.