LUMINA WEALTH MANAGEMENT, LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 291548). Regulatory assets under management: $240.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Ashley Fuquay Doyle | MANAGING MEMBER | — |
| Meredith Howell Koenig | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| ANLYAN WILLIAM GEORGE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| DOYLE ASHLEY FUQUAY | MANAGING MEMBER; MEMBER | — |
| KOENIG MEREDITH HOWELL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |