SEC CRD #801-112277
Lumina Wealth Management - Independent Financial Advisors in Wilmington, NC SET STAGE-OF-LIFE FINANCIAL GOALS Learn How CREATE A PERSONALIZED FINANCIAL BLUEPRINT Learn How NAVIGATE TO WEALTH ENJOYMENT Learn How Expand Your Expectations Lumina Wealth Management is an independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms. We bring multi-decade experience to helping people create and execute stage-of-life financial blueprints for today and tomorrow. Our goal is lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship. Explore Our Services Client Relationship Summary Learn More --> News May 2, 2025 We ve Moved! Our new office is located at 1427 MILITARY CUTOFF ROAD SUITE 207, WILMINGTON NC 28403. News March 28, 2024 2024 Client Relationship Summary Resources May 5, 2023 2023 Investment Outlook About Us Lumina Wealth Management About Us
MEREDITH H. KOENIG
MANAGING MEMBER
📞 (910) 599-9409
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AUM
$240M
Location
WILMINGTON, NC
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