Lumina Wealth Management, LLC

Overview

Lumina Wealth Management, LLC is an SEC registered investment adviser based in Wilmington, NC, registered since 2017. It reports $24M in assets under management across 595 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$24M

Discretionary

96%

Accounts

595

Average account

$404K

Employees

3

Advisory reps

3

Registered since

2017

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Ashley Fuquay Doyle Managing Member CRD 4191484
• Meredith Howell Koenig Managing Member, Chief Compliance Officer CRD 5346851

Advisory reps 3 of 3

• Ashley Fuquay Doyle Insurance Agent · Investment Adviser Rep CRD 4191484
• Joshua Edward Kleinstuber Investment Adviser Rep CRD 8189911
• Meredith Howell Koenig Insurance Agent · Investment Adviser Rep CRD 5346851

Location

Headquarters

1427 Military Cutoff Rd Ste 207
Wilmington, NC 28403

County

New Hanover

Metro area

Wilmington, NC

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: luminawm.com

Every state, with registration dates

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