LUMINA WEALTH MANAGEMENT, LLC
CRD #291548 SEC #801-112277 WILMINGTON, NC 910-599-9409
SEC Registered
Total AUM
$196.8M
Discretionary
$189M
Employees
3
Clients
10
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $196.8M | $189M | $7.9M | 3 | 1 |
| Mar 2025 | $196.8M | $189M | $7.9M | 3 | 1 |
| Sep 2024 | $176.5M | $169.6M | $7M | 3 | 1 |
| Aug 2024 | $176.5M | $169.6M | $7M | 3 | 1 |
| Apr 2024 | $176.5M | $169.6M | $7M | 3 | 1 |
| Mar 2024 | $176.5M | $169.6M | $7M | 4 | 1 |
| Oct 2023 | $152.6M | $146M | $6.5M | 3 | 1 |
| Jun 2023 | $152.6M | $146M | $6.5M | 3 | 1 |
| Mar 2023 | $152.6M | $146M | $6.5M | 3 | 1 |
| Mar 2022 | $163.5M | $154.2M | $9.2M | 4 | 0 |
| Nov 2021 | $136.9M | $132.1M | $4.8M | 4 | 3 |
| Mar 2021 | $136.9M | $132.1M | $4.8M | 4 | 3 |
| Jul 2020 | $131.9M | $126.3M | $5.6M | 4 | 4 |
| Jun 2020 | $131.9M | $126.3M | $5.6M | 4 | 4 |
| Mar 2020 | $131.9M | $126.3M | $5.6M | 4 | 4 |
| Mar 2019 | $122M | $117.3M | $4.7M | 4 | 4 |
| Apr 2018 | $125.3M | $120.6M | $4.7M | 4 | 3 |
| Mar 2018 | $125.3M | $120.6M | $4.7M | 4 | 3 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$196.8M
Discretionary$189M
Non-Disc.$7.9M
Employees3
Clients1
DateMar 2025
Total AUM$196.8M
Discretionary$189M
Non-Disc.$7.9M
Employees3
Clients1
DateSep 2024
Total AUM$176.5M
Discretionary$169.6M
Non-Disc.$7M
Employees3
Clients1
DateAug 2024
Total AUM$176.5M
Discretionary$169.6M
Non-Disc.$7M
Employees3
Clients1
DateApr 2024
Total AUM$176.5M
Discretionary$169.6M
Non-Disc.$7M
Employees3
Clients1
DateMar 2024
Total AUM$176.5M
Discretionary$169.6M
Non-Disc.$7M
Employees4
Clients1
DateOct 2023
Total AUM$152.6M
Discretionary$146M
Non-Disc.$6.5M
Employees3
Clients1
DateJun 2023
Total AUM$152.6M
Discretionary$146M
Non-Disc.$6.5M
Employees3
Clients1
DateMar 2023
Total AUM$152.6M
Discretionary$146M
Non-Disc.$6.5M
Employees3
Clients1
DateMar 2022
Total AUM$163.5M
Discretionary$154.2M
Non-Disc.$9.2M
Employees4
Clients0
DateNov 2021
Total AUM$136.9M
Discretionary$132.1M
Non-Disc.$4.8M
Employees4
Clients3
DateMar 2021
Total AUM$136.9M
Discretionary$132.1M
Non-Disc.$4.8M
Employees4
Clients3
DateJul 2020
Total AUM$131.9M
Discretionary$126.3M
Non-Disc.$5.6M
Employees4
Clients4
DateJun 2020
Total AUM$131.9M
Discretionary$126.3M
Non-Disc.$5.6M
Employees4
Clients4
DateMar 2020
Total AUM$131.9M
Discretionary$126.3M
Non-Disc.$5.6M
Employees4
Clients4
DateMar 2019
Total AUM$122M
Discretionary$117.3M
Non-Disc.$4.7M
Employees4
Clients4
DateApr 2018
Total AUM$125.3M
Discretionary$120.6M
Non-Disc.$4.7M
Employees4
Clients3
DateMar 2018
Total AUM$125.3M
Discretionary$120.6M
Non-Disc.$4.7M
Employees4
Clients3
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0