Luna Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

7887 E Belleview Ave Ste 1100, Greenwood...

Phone Number

(303) 525-4434

Revenue

<$5 Million

Industry

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

About Luna Wealth Management

Luna Wealth Management is an independent financial planning firm based in Colorado that specializes in wealth management, estate planning, investments, and retirement planning. They provide personalized financial strategies for a diverse clientele, including business owners, accredited investors, family offices, and non-profits. The firm focuses on building comprehensive asset and risk management plans tailored to individual client needs, ensuring unbiased recommendations. With over 35 years of experience, their president, Russell Luna, leads the team in navigating complex financial landscapes to achieve long-term prosperity for clients.Explore more
Luna Wealth Management's Social MediaPopular SearchesLuna Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Luna Wealth Management Org Chart

PhoneEmail
Russell Luna, President at Luna Wealth Management
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luna Wealth Management

<$5M
1-10
Private
-
2018
Russell Luna, President at Luna Wealth Management
Russell LunaPresident
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Luna Wealth Management Tech Stack

A closer look at the technologies used by Luna Wealth Management

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Frequently Asked Questions Regarding Luna Wealth Management

What is Luna Wealth Management's official website?
Luna Wealth Management's official website is www.lunawm.com
What is Luna Wealth Management's Revenue?
Luna Wealth Management's revenue is <$5 Million
What is Luna Wealth Management's SIC code?
Luna Wealth Management's SIC: 62,628
What is Luna Wealth Management's NAICS code?
Luna Wealth Management's NAICS: 52,523
How many employees does Luna Wealth Management have?
Luna Wealth Management has 1-10 employees
What industry does Luna Wealth Management belong to?
Luna Wealth Management is in the industry of: Finance, Securities Trading
What is Luna Wealth Management competition?
Luna Wealth Management top competitors include: Copper Canyon Wealth Management, Focus Financial Network, Poulos Advisors, Stockade Wealth Management
What technology does Luna Wealth Management use?
Some of the popular technologies that Luna Wealth Management uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Luna Wealth Management?
Luna Wealth Management contact info: Phone number: (303) 525-4434 Website: www.lunawm.com
What does Luna Wealth Management do?

Luna Wealth Management is an independent financial planning firm based in Colorado that specializes in wealth management, estate planning, investments, and retirement planning. They provide personalized financial strategies for a diverse clientele, including business owners, accredited investors, family offices, and non-profits. The firm focuses on... building comprehensive asset and risk management plans tailored to individual client needs, ensuring unbiased recommendations. With over 35 years of experience, their president, Russell Luna, leads the team in navigating complex financial landscapes to achieve long-term prosperity for clients.Read More

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

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