Luminary Wealth

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

7910 Carnegie Blvd, Fort Wayne, Indiana,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Luminary Wealth

Luminary Wealth provides comprehensive financial planning services tailored for individuals experiencing significant life changes, such as starting a business, starting a family, or preparing for retirement. Operating from Charlotte, North Carolina, and Fort Wayne, Indiana, their fiduciary advisors focus on creating customized financial strategies that prioritize clients' best interests. They offer 24/7 support, transparent pricing, and a commitment to integrity, ensuring clients receive personalized guidance throughout their financial journey. Their target clients include working professionals, business owners, and those nearing or enjoying retirement.Explore more
Luminary Wealth's Social MediaPopular SearchesLuminary WealthLuminary Networks LLCLuminarywealthSIC Code 62,628NAICS Code 52,523Show more

Luminary Wealth Org Chart

PhoneEmail
AK
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Financial Planner

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RR
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Principal Owner

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LC
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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luminary Wealth

<$5M
1-10
Private
-
2015
AK
Andy KrafftFinancial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2016
AK
Amrendra KumarQuality Head
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Luminary Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Luminary Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Luminary Wealth.

Luminary Wealth Tech Stack

A closer look at the technologies used by Luminary Wealth

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Frequently Asked Questions Regarding Luminary Wealth

What is Luminary Wealth's official website?
Luminary Wealth's official website is www.luminarywealth.com
What is Luminary Wealth's Revenue?
Luminary Wealth's revenue is <$5 Million
What is Luminary Wealth's SIC code?
Luminary Wealth's SIC: 62,628
What is Luminary Wealth's NAICS code?
Luminary Wealth's NAICS: 52,523
How many employees does Luminary Wealth have?
Luminary Wealth has 1-10 employees
What industry does Luminary Wealth belong to?
Luminary Wealth is in the industry of: Finance, Securities Trading
What is Luminary Wealth competition?
Luminary Wealth top competitors include: Dove Investment Research & Management, Stockade Wealth Management, Goodrich and Associates, MassMutual
What technology does Luminary Wealth use?
Some of the popular technologies that Luminary Wealth uses are: NS1, Squarespace Online Stores, Embedly, Constant Contact
What does Luminary Wealth do?

Luminary Wealth provides comprehensive financial planning services tailored for individuals experiencing significant life changes, such as starting a business, starting a family, or preparing for retirement. Operating from Charlotte, North Carolina, and Fort Wayne, Indiana, their fiduciary advisors focus on creating customized financial strategies... that prioritize clients' best interests. They offer 24/7 support, transparent pricing, and a commitment to integrity, ensuring clients receive personalized guidance throughout their financial journey. Their target clients include working professionals, business owners, and those nearing or enjoying retirement.Read More

What are Luminary Wealth social media links?
Luminary Wealth Linkedin page Luminary Wealth Facebook page
Is Luminary Wealth a public company?
Luminary Wealth is private company therefore does not currently have an official ticker symbol
See more information about Luminary Wealth

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