RIA Intel›Advisers›Texas›LUMINARY WEALTH ADVISORS, LLC

LUMINARY WEALTH ADVISORS, LLC

Advisory

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX

#2,268

of 2,813 advisers by AUM

Average account

$436K

across 32 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

10

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SUREPATH WEALTH MANAGEMENT, LLC

FRISCO, TX

$14M

PREMCA LLC

$14M

INCREASE CONSULTANTS LLC

MISSOURI CITY, TX

$14M

TIERCEL CAPITAL TEXAS LLC

HOUSTON, TX

$14M

CROSS CONSULTING AND SERVICES, LLC

$14M

BASKETS CAPITAL LLC

$14M

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