Ashley Doyle
Lumina Wealth Management · Wilmington, North Carolina
Ashley Doyle is a fee-only financial advisor at Lumina Wealth Management in Wilmington, North Carolina, who holds the CFP credential. Lumina Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lumina Wealth Management |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $240.2M across 595 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4191484 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.luminawm.com |
| Profile |
How Ashley's firm compares
- Lumina Wealth Management's average account is about $404,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Ashley
Is Ashley Doyle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Lumina Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Lumina Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Doyle based?
Ashley Doyle is based in Wilmington, North Carolina.
What credentials does Ashley Doyle hold?
Ashley Doyle holds the CFP credential.
Is Ashley Doyle registered with the SEC?
Yes. Ashley Doyle is registered as an investment adviser representative in NC (CRD 4191484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lumina Wealth Management manage?
Lumina Wealth Management reports $240.2M across 595 accounts in assets under management.
How do I contact Ashley Doyle?
Through Ashley's website, www.luminawm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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