# Luminary Wealth Advisors

> Luminary Wealth Advisors is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 316140
- Filed as: LUMINARY WEALTH ADVISORS
- Legal name: Luminary Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316140
- AdvisorCensus page: https://advisorcensus.com/firm/luminary-wealth-advisors-316140

## Quick answers

**How is Luminary Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Luminary Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Luminary Wealth Advisors registered with the SEC or a state?**
Luminary Wealth Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316140.

**How much does Luminary Wealth Advisors manage?**
Luminary Wealth Advisors reports $13,953,252 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Luminary Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does Luminary Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316140

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,953,252
- Discretionary: $13,953,252
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,315,105 |
| High net worth individuals | 2 | $11,097,567 |
| Corporations or other businesses not listed above | 1 | $540,580 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- luminarywealthadvisors.com
- LinkedIn @luminary-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luminary Wealth Advisors (CRD 316140): Form ADV filing data as of October 2026.