Lumina Wealth Management Revenue

Financial Services • Jackson, Ohio, United States • 1-10 Employees

Lumina Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Lumina Wealth Management

Jacqueline M. Oprean

Co-Founder & CEO

Company overview

Headquarters	4580 Stephen Circle, Suite 201, Canton, OH 44718, US
Website	aldeninvestmentgroup.com
NAICS	52
Keywords	Tax Planning, Succession Planning, Business Valuations, Exit Planning, Risk Assessment, Personal Financial Planning, Leadership Consulting, Portfolio Review, M&A Support, Growth Acceleration, Investment Review, Legacy/Estate Planning, Business Retirement Plan Review, Business Retirement Plan Setup
Founded	2024
Employees	1-10

About Lumina Wealth Management

Here at Lumina, we are lighting the way towards financial success for small business owners as well as high net worth and ultra high net worth individuals. With decades of experience in financial services, our Investment and Consulting Groups advise clients to ensure they are financially prepared for the future. We specialize in offering a familiar, friendly, and professional experience.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Lumina Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lumina Wealth Management has never raised funding before.

Frequently asked questions

Lumina Wealth Management is located in Jackson, Ohio, US.

Lumina Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Lumina Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lumina Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Lumina Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lumina Wealth Management

Jacqueline M. Oprean

Co-Founder & CEO

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