Lumina Wealth Management LLC
Legal Name: LUMINA WEALTH MANAGEMENT, LLC
Full Contact Details
Lumina Wealth Management LLC
1508 MILITARY CUTOFF ROAD, SUITE 302, WILMINGTON, NC
910-599-9409
Other Info
Lumina Wealth Management LLC is an established NC Limited Liability Company with a dedicated team of 4 employees, of which 3 hold advisory positions. The firm delivers personalized financial solutions to its valued clientele, and has served 4 clients with distinction. Its SEC status is approved, with a registration date of Dec 8, 2017, a testament to its commitment to regulatory compliance and transparency.
Lumina Wealth Management - Independent Financial Advisors in Wilmington, NC
Lumina Wealth Management is a Wilmington, North Carolina based independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms.
Direct Owners
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ASHLEY FUQUAY DOYLE
MEMBER owns more than 25% but less than 50%
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MEREDITH HOWELL KOENIG
MEMBER owns more than 25% but less than 50%
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WILLIAM GEORGE ANLYAN
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%