Joshua Edward Kleinstuber
Investment adviser representative at Lumina Wealth Management, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Lumina Wealth Management, LLCSep 2025 to now
- Accenture Federal ServicesSep 2018 to Sep 2025
- Indian River Seafood CompanyMay 2018 to Aug 2018
- StudentAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8189911
- Firm CRD
- 291548