Ashley Doyle has been Managing Member of Lumina Wealth Management since April 2024, is a control person of the firm and directly owns between 50% and 75% of it. Ashley Doyle holds a Bachelor of Science in Business Administration and Economics from Greensboro College.
Lumina Wealth Management, LLC is a Wilmington, NC firm with $240M under management, 181 clients and 3 advisers in one office, as of its August 2026 filing.
Ashley Doyle is Partner of Lumina Wealth Management, based in Wilmington, NC. She is a Wealth Advisor with over 15 years of experience in the financial services industry. She is a founding member of Coastal Carolina Colleagues, a non-profit organization helping couples through traditional divorce court processes.
Ashley Doyle’s longest registration was 8 years at Anlyan & Hively Private Client Group, LLC (2009–2018). Before joining Lumina Wealth Management in 2018, Ashley Doyle was registered through Anlyan & Hively Private Client Group, LLC and Wells Fargo Advisors, LLC.
- – present · 8 yearsWilmington, NC · Adviser representative · Firm CRD 291548
- Anlyan & Hively Private Client Group, LLC– · 8 yearsWilmington, NC · Adviser representative · Firm CRD 150580
- Wells Fargo Advisors, LLC– · 3 yearsWilmington, NC · Adviser representative · Firm CRD 19616
Professional designations
Listed by Lumina Wealth Management
- Certified Financial Planner™ Professional
Investment adviser representative registrations
Ashley Doyle is registered as an investment adviser representative in North Carolina, since March 2018.
- North CarolinaSince 30 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 February 2006 |
| Series 7 | General Securities Representative Examination | 28 April 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ashley Fuquay Doyle
- CRD
- 4191484
- Firm
- Lumina Wealth Management · CRD 291548
- Role
- Managing Member
- Office
- 1427 MILITARY CUTOFF ROAD, SUITE 207, Wilmington, NC 28403
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- luminawm.com
Where does Ashley Doyle work?
Ashley Doyle has been Managing Member of Lumina Wealth Management, LLC since April 2024, and is a control person of the firm.
Is Ashley Doyle a financial advisor?
Yes. Ashley Doyle has a current investment-adviser registration in North Carolina, through Lumina Wealth Management since March 2018.
How many years of experience does Ashley Doyle have?
Ashley Doyle has 20 years in the financial industry, since February 2006, across 3 adviser firms.
What exams has Ashley Doyle passed?
Ashley Doyle has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2003.
Where did Ashley Doyle work before Lumina Wealth Management?
Before Lumina Wealth Management, Ashley Doyle was registered through Anlyan & Hively Private Client Group, LLC, August 2009 to March 2018; Wells Fargo Advisors, LLC, February 2006 to August 2009.
Where is Ashley Doyle based?
Ashley Doyle’s registered office is in Wilmington, NC.
Is Ashley Doyle registered with FINRA?
No. Ashley Doyle has no current broker registration.
Is Ashley Doyle a CFP?
Lumina Wealth Management lists Ashley Doyle with the CFP credential (“Certified Financial Planner™ Professional”) on its website. CFP Board confirms certification status.
How can I verify Ashley Doyle’s record?
Search CRD 4191484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Doyle’s full registration record.
