# LUMINA  FINANCIAL CONSULTANTS, LLC

LUMINA  FINANCIAL CONSULTANTS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 163783
- Type: SEC-registered investment adviser
- SEC file number: 801-120910
- Location: 100 SHORELINE HIGHWAY, SUITE 100B, MILL VALLEY, CA, 94941
- Phone: 415-944-5040
- Latest filing: 2023-04-17
- Regulatory AUM: $134.4M
- Discretionary AUM: $132.0M
- Non-discretionary AUM: $2.4M
- Clients: 6
- Accounts: 203

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SCHWARZ JEAN STASSI HARRELL | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FRIED LAURIE | INVESTMENT ADVISER AND PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163783/similar
- Related entities: https://search.stillhousedata.com/firm/163783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163783

---

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.