# LUMINARY WEALTH

LUMINARY WEALTH of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 116484
- Type: SEC-registered investment adviser
- Location: 7910 CARNEGIE BLVD., FORT WAYNE, IN, 46804
- Phone: 260-420-2500
- Latest filing: 2026-03-30
- Regulatory AUM: $90.9M
- Discretionary AUM: $67.5M
- Non-discretionary AUM: $23.4M
- Clients: 3
- Accounts: 292

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116484/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116484/similar
- Related entities: https://search.stillhousedata.com/firm/116484/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116484

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.