# Luminary Financial Planning

Luminary Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://luminaryfinancialplanning.com

## Regulatory record

- **CRD number:** 169270
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169270

## About

LUMINARY FINANCIAL PLANNING is a state-registered investment adviser in MODESTO, CA. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Tax Strategy
- Estate Planning

## Questions

### Does Luminary Financial Planning participate in fund commitments or only direct deals?

Luminary's investment approach—whether it allocates to funds, makes direct investments, or does both—is not disclosed in any public source. The absence of any deal history or portfolio reveals no verifiable activity.

### Which sectors does Luminary Financial Planning explicitly avoid?

Luminary has published no negative screens, exclusion criteria, or sector-avoidance policies. The firm's lack of public documentation leaves its ethical or strategic investment boundaries unknown.

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- [Wilshire Finance Partners](https://altss.com/profile/wilshire-finance-partners-inc)
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Last updated: 2026-07-06T01:24:20.601Z

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