Company

Lumina Wealth Management LLC

Financial Services 4580 Stephen Circle 2 employees

Employees: 2
Contacts: 1
Emails: 1

aldeninvestmentgroup.com LinkedIn

Lumina Wealth Management LLC Overview

Headquarters: 4580 Stephen Circle
Website: aldeninvestmentgroup.com
Industry: Financial Services
Employees: 2
Founded: 2024
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Personal Financial Planning Business Retirement Plan Review Business Retirement Plan Setup Tax Planning Portfolio Review Investment Review Legacy/Estate Planning Succession Planning Exit Planning Business Valuations Growth Acceleration Risk Assessment

About Lumina Wealth Management LLC

Here at Lumina, we are lighting the way towards financial success for small business owners as well as high net worth and ultra high net worth individuals. With decades of experience in financial services, our Investment and Consulting Groups advise clients to ensure they are financially prepared for the future. We specialize in offering a familiar, friendly, and professional experience.

Lumina Wealth Management LLC Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage

Lumina Wealth Management LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Monica Changet	Office Manager at Lumina Wealth		View
Jacqueline M. Oprean, Mba, Cepa®, Crps™, Aams™	✨Lighting the Way✨	Canton, Ohio, United States	Email

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