LUMINARY WEALTH

LUMINARY WEALTH of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 116484). Regulatory assets under management: $90.9M.

Registration

• CRD: 116484
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116484 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search