$240.2M Total AUM
$230.9M Disc. AUM
-- 3Y CAGR
4 Employees
182 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2017
- Office Locations
- 1
Office Locations
1427 Military Cutoff Road Suite 207 Wilmington NC
About Lumina Wealth Management, LLC
Lumina Wealth Management is an independent RIA providing financial planning and wealth management built around stage-of-life financial blueprints. The firm invests across ETFs and public funds with additional fixed income and alternative exposure, and custody is primarily through Charles Schwab. Advisor technology includes Black Diamond and eMoney for reporting and planning.
Team overview
44 AVG AGE
$80.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ASHLEY FUQUAY DOYLE
Financial Advisor, Managing Member
- CRD
- #4191484
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MEREDITH HOWELL KOENIG
Managing Member, Partner
- CRD
- #5346851
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Joshua Edward Kleinstuber
--
- CRD
- #8189911
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,852,236 | $388,640 |
| Non-Discretionary | $9,382,998 | $9,382,998 |
| Total | $240,235,234 | $403,757 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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