RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ANLYAN, WILLIAM, GEORGEIMANAGING MEMBERD Control
DOYLE, ASHLEY, FUQUAYIMANAGING MEMBERD Control
DOYLE, ASHLEY, FUQUAYIMANAGING MEMBERD Control
DOYLE, ASHLEY, FUQUAYIMANAGING MEMBERD Control
DOYLE, ASHLEY, FUQUAYIMANAGING MEMBERD Control
DOYLE, ASHLEY, FUQUAYIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERD Control
KOENIG, MEREDITH, HOWELLIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERD Control
KOENIG, MEREDITH, HOWELLIMANAGING MEMBERD Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERD Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
DOYLE, ASHLEY, FUQUAYIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERC Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERC Control
KOENIG, MEREDITH, HOWELLIMEMBERC Control
KOENIG, MEREDITH, HOWELLICHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
May 1, 2025 REGISTERED

Notice Filings (4)

CA LA NC TX

Address

1427 MILITARY CUTOFF ROAD
SUITE 207
WILMINGTON, NC 28403
United States
Phone: 910-599-9409