Meredith Howell Koenig
Investment adviser representative at Lumina Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$240.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Lumina Wealth Management, LLCJan 2018 to now
- Anlyan and Hively Asset Management, LLC (a&h Pvtclientgroup)Aug 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lumina Wealth Management, LLC
$240.2MAssets managed
181Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5346851
- Firm CRD
- 291548