Lumina Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated April 13, 2026, reports $240M in regulatory assets under management, 4 employees, and 595 accounts.
Assets Under Management
$240M
Employees
4
Offices
--
Total Clients
181
Primary office
WILMINGTON, NC
1427 MILITARY CUTOFF ROAD, SUITE 207, WILMINGTON, NC, United States
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
113
2
HNWI
27.1%
49
3
Charitable
4.4%
8
4
Corporations
3.9%
7
5
Insurance Cos.
1.7%
3
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of April 13, 2026
Discretionary96.1%
$231M
96% of total RAUM96.1%
Non-discretionary3.9%
$9M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$240M
Total Accounts595
10Y AUM Change+$240M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.