Joshua Kleinstuber
Lumina Wealth Management · Wilmington, North Carolina
Joshua Kleinstuber is a fee-only financial advisor at Lumina Wealth Management in Wilmington, North Carolina. 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 |
| SEC registration | Investment adviser representative in CA, NC · CRD 8189911 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.luminawm.com |
| Profile |
How Joshua'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 Joshua
Is Joshua Kleinstuber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Lumina Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Kleinstuber based?
Joshua Kleinstuber is based in Wilmington, North Carolina.
Is Joshua Kleinstuber registered with the SEC?
Yes. Joshua Kleinstuber is registered as an investment adviser representative in CA and NC (CRD 8189911), 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 Joshua Kleinstuber?
Through Joshua'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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