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- 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
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.
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Owner & Executives
AARON PAUL KRAFFT
PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
ANDREW R KRAFFT
Financial Planner, PRINCIPAL
- CRD
- #6088502
- Ownership
- 50% but less than 75%
Alpha vector
Unison legacy focus
- CRD
- #98761
- Ownership
- 1.6%
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| 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
| 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% |