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Luminary Wealth

Luminary Wealth. CRD 116484

Luminary Wealth logo

CRD: 116484

Luminary Wealth

Fort Wayne, IN, 46804
2604202500
$90.9M Total AUM
$67.5M Disc. AUM
-- 3Y CAGR
3 Employees
77 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
Clients
Retail and Institutional
Platforms
Zenith catalyst
Established Date
01-16-2003
Office Locations
2

Office Locations

7910 Carnegie Blvd. Fort Wayne IN
-- Charlotte NC

About Luminary Wealth

Luminary Wealth is a fee-only fiduciary advisory firm providing comprehensive financial planning and investment management through its “Financial Guidebook” process. It serves working professionals, business owners, and retirees with customized planning across retirement, tax strategies, protection, and major life transitions, plus ongoing advisor access. Custody includes Schwab and Fidelity.

Team overview

52 AVG AGE
$30.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Vector Insight summit Vertex Radial Momentum Capital

Client Personas

Matrix peak Vertex

Custodian

Horizon crest Zenith Ember Ember Unison

Investment Themes

Signal Capital horizon

Investment Vehicles

Peak optima

Platform

Oak

Services

Beacon Foundation Vertex Glacier pathway Atlas Peak Focus quantum

Technology

Peak wave

Owner & Executives

A

AARON PAUL KRAFFT

PRINCIPAL

CRD
--
Ownership
50% but less than 75%
(299) 422-5934
wave.vertex@elementcapital.com
in linkedin.com/in/momentum-meridian
ANDREW R KRAFFT

ANDREW R KRAFFT

Financial Planner, PRINCIPAL

CRD
#6088502
Ownership
50% but less than 75%
(787) 860-9321
catalyst.pathway@atlascapital.com
in linkedin.com/in/catalyst-fusion
A

Alpha vector

Unison legacy focus

CRD
#98761
Ownership
1.6%
(881) 699-3957
signal.wave@foundationcapital.com
in linkedin.com/in/timber-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $67,478,237 --
Non-Discretionary $23,372,029 --
Total $90,850,266 --

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Separately Managed Accounts

Total SMA Asset: $90,850,266

$90.9M Total SMA
Public Funds:
16.4%
Cash:
21.9%
Municipal Bonds:
23.1%
Equity - Exchange:
21.9%
Other:
9.9%
U.S. Government/Agency:
6.8%
Asset class Assets Assets %
Public Funds $1,310,462,170 16.4%
Cash $1,749,946,434 21.9%
Municipal Bonds $1,845,833,910 23.1%
Equity - Exchange $1,749,946,434 21.9%
Other $791,071,676 9.9%
U.S. Government/Agency $543,362,362 6.8%
Total $7,990,622,986 100.0%

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