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Lumina Wealth Management
Lumina Wealth Management was established in 2017 in Wilmington, North Carolina. It operates as a registered investment adviser providing portfolio management...
Overview
Lumina Wealth Management was established in 2017 in Wilmington, North Carolina. It operates as a registered investment adviser providing portfolio management and investment management services. The firm delivers discretionary and non-discretionary asset management to individuals, corporations, and organizations. Client types include pension and profit-sharing plans, trusts, estates, and charitable organizations. No specific asset-class allocations or named holdings appear in available records. No additional offices, team size, or dated operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships are not disclosed.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
Wilmington, NC, United States
Frequently asked questions
Who runs investment decisions at Lumina Wealth Management?
No named principals or CIO are identified in public records.
Does Lumina Wealth Management participate in fund commitments or only direct deals?
Available information shows only standard portfolio management services with no fund or direct deal activity disclosed.
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