Meredith Koenig
Lumina Wealth Management · Wilmington, North Carolina
Meredith Koenig 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 NC · CRD 5346851 |
| Exams passed | Series 63 (2007) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.luminawm.com |
How Meredith'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 Meredith
Is Meredith Koenig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meredith 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 Meredith charge for financial advice?
Meredith's firm, Lumina Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Meredith Koenig based?
Meredith Koenig is based in Wilmington, North Carolina.
Is Meredith Koenig registered with the SEC?
Yes. Meredith Koenig is registered as an investment adviser representative in NC (CRD 5346851), 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 Meredith Koenig?
Through Meredith'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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