Lumina Wealth Management

EST. AUM
$240,235,234

CONTACTS
3

CLIENT ACCOUNTS
595

Firm Details

Metro area Raleigh
CRD Number 291548
Website luminawm.com
Client types

Overview

Ashley Doyle, a Certified Financial Planner™, Meredith Koenig, an AAMS® & Financial Advisor, and Bill Anlyan, the Managing Member, are the trio that makes up the heart and soul of Lumina Wealth Management. They have honed their skills and explored their passions together since 2000 in Wilmington, NC.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lumina Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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