Lumina Wealth Management Revenue, Growth & Competitor Profile

DBA LUMINA WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Lumina Wealth Management

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Lumina Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1508 Military Cutoff Road Suite 302 Wilmington, NC 28403

Note: Revenues for privately held companies are statistical evaluations.


Lumina Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Lumina Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Lumina Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Lumina Wealth Management Annual Revenue and Growth Rate

Lumina Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Lumina Wealth Management's revenues are gauged from an analysis of company filings.

Lumina Wealth Management's Income Statement (based on Industry Averages)

Lumina Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Total Operating Expenses
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Market Share of Lumina Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Lumina Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Lumina Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
DAVID & ASSOCIATES PLLC	Wilmington, NC	100
UNLIMITED INVESTORS GROUP	Hampstead, NC	70
RED REALTY INVESTORS	Wilmington, NC	62
OMNISTAR FINANCIAL GROUP	Wilmington, NC	59
J.R. MURCHISON & PARTNERS	Wilmington, NC	50
MARINO GROUP	Wilmington, NC	38

Other Companies at 1508 Military Cutoff Road, Wilmington NC

Company	Headquarters	Revenue ($ MM)
ANDERSON FAMILY MANAGEMENT	Wilmington, NC	100
JAMES E MOORE INSURANCE AGENCY	Wilmington, NC	85

Future Competition: Lumina Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Lumina Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)