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Managing Member · Lumina Wealth Management, LLC

Meredith H. Koenig

CRD 5346851 · Named on Form ADV at one SEC-registered adviser

At a glance

Lumina Wealth Management, LLC, an SEC-registered wealth manager based in Wilmington, NC with $240 million in regulatory assets, lists Meredith H. Koenig on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Meredith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Meredith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.