# Lumina Wealth Management

Lumina Wealth Management is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wilmington, NC, United States
- **Founded:** 2017
- **Assets under management:** 170 (Altss estimate)
- **Website:** luminawm.com
- **LinkedIn:** https://www.linkedin.com/company/lumina-wealth-management

## Regulatory record

- **CRD number:** 291548
- **SEC file number:** 801-112277
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291548

## About

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.

## 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.

## Related profiles

- [GMO VenturePartners](https://altss.com/profile/gmo-venturepartners)
- [Miller Gesko Wealth Management](https://altss.com/profile/miller-gesko-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lumina-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology