Updated:
Lunea Wealth Management
Lunea Wealth Management is a fee-only advisory firm based in Cedar Rapids, Iowa. It offers financial planning and investment management, including...
Overview
Lunea Wealth Management is a fee-only advisory firm based in Cedar Rapids, Iowa. It offers financial planning and investment management, including comprehensive wealth management partnerships. The firm was created to serve ambitious women, queer individuals, and others often overlooked in traditional finance, with guidance rooted in purpose, clarity, and personal alignment.
General information
Firm type
Multi Family Office
Location
City
Cedar Rapids
Principals
Alexandra "Lex" Mickelson
Founder & CEO
Sector focus
Frequently asked questions
Who are the principals at Lunea Wealth Management?
Lunea Wealth Management does not publicly disclose its leadership team, principals, or advisors. This lack of transparency is unusual for a registered investment advisor but common among tightly held private family offices.
Where does the wealth managed by Lunea originate?
The firm does not disclose the origin of the wealth it manages. No public records connect it to a specific family, entrepreneur, or corporate fortune.
What is the AUM of Lunea Wealth Management?
Lunea Wealth Management does not publicly disclose its assets under management. No AUM estimate from public sources is available.
Where is Lunea Wealth Management headquartered?
Lunea's headquarters location is not publicly available. The firm does not list an office address in its SEC filings or official communications.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Lunea Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.