LUMINARY WEALTH
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 116484
- Website
- www.luminarywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.3%
- Individuals34.14%
- Pension & Profit Sharing Plans14.93%
- Charitable Organizations3.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Luminary Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers a mix of engagement models: percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
3 of 4ROBERT RACHLOW
Principal & OwnerCRD 4350701
ROBERT KRAFFT
Co-Founder & Wealth AdvisorCRD 4245811
ANDREW KRAFFT
OwnerCRD 6088502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WAYNE, IN
ALLEN
Location
FORT WAYNE, IN
Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- ALLEN
- Address
- 7910 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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