# Lunea Wealth Management

Lunea Wealth Management is a Multi Family Office based in Cedar Rapids.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cedar Rapids
- **Assets under management:** Undisclosed
- **Website:** luneawealth.com
- **LinkedIn:** https://www.linkedin.com/company/almick

## Regulatory record

- **CRD number:** 336177
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336177

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure
- Healthcare Services

## People

- Alexandra "Lex" Mickelson — Founder & CEO

## 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.

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Last updated: 2026-08-11T15:07:19.634Z

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