Joshua Kleinstuber has been an investment adviser representative at Lumina Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners. Joshua Kleinstuber holds a Bachelor of Science in Business with a concentration in Finance from the University of North Carolina Wilmington.
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.
Josh Kleinstuber is a Wealth Advisor at Lumina Wealth Management, based in Wilmington, NC. He joined the firm in 2025 after seven years working as a Financial Consultant for Accenture in Washington, DC. He specialized in advanced internal financial metrics and now supports all aspects of the firm and its portfolio.
- – present · under a yearWilmington, NC · Adviser representative · Firm CRD 291548
Investment adviser representative registrations
Joshua Kleinstuber is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- CaliforniaSince 20 March 2026
- North CarolinaSince 20 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Edward Kleinstuber
- CRD
- 8189911
- Firm
- Lumina Wealth Management · CRD 291548
- Office
- 1427 MILITARY CUTOFF ROAD, SUITE 207, Wilmington, NC 28403
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- luminawm.com
Where does Joshua Kleinstuber work?
Joshua Kleinstuber is an investment adviser representative registered through Lumina Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Kleinstuber a financial advisor?
Yes. Joshua Kleinstuber has a current investment-adviser registration in California and North Carolina, through Lumina Wealth Management since March 2026.
How many years of experience does Joshua Kleinstuber have?
Joshua Kleinstuber has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Joshua Kleinstuber passed?
Joshua Kleinstuber passed the Series 65 in March 2026.
Where is Joshua Kleinstuber based?
Joshua Kleinstuber’s registered office is in Wilmington, NC.
Is Joshua Kleinstuber registered with FINRA?
No. Joshua Kleinstuber has no current broker registration.
How can I verify Joshua Kleinstuber’s record?
Search CRD 8189911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Kleinstuber’s full registration record.
