Lumina Wealth Management

Lumina Wealth Management

Financial Services

Wilmington, North Carolina 34 followers

Financial Advisory and Wealth Management Firm

About us

Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs. We are dedicated to building open and honest relationships with everyone that walks through our door. With over 45 combined years of financial experience, we strive to build lasting friendships with our clients and their families.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Wilmington, North Carolina
Type
Privately Held
Specialties
Financial Planning, Asset Allocation, Risk Management, Portfolio Construction, Alternative Investments, Asset Management, Investment Allocation by Age, and Collaborative Divorce

Locations

  • Primary

    1508 Military Cutoff Rd.

    Suite 302

    Wilmington, North Carolina 28403, US

    Get directions

Employees at Lumina Wealth Management

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