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Joshua Edward Kleinstuber

Lumina Wealth Management, LLC

Wilmington, NC

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Current Employers
Lumina Wealth Management, Llc

1427 Military Cutoff Road Suite 207, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-20
NC RA APPROVED 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-20
  • NC RA
    APPROVED
    Since 2026-03-20

Branch Locations

1427 Military Cutoff Road Suite 207, Wilmington, NC 28403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Wilmington NC 08/2014 05/2018
Accenture Federal Services Arlington VA 09/2018 09/2025
Lumina Wealth Management, Llc Wilmington NC 09/2025 Present
Lumina Wealth Management, Llc Wilmington NC 09/2025 Present
Indian River Seafood Company Fenwick Island DE 05/2018 08/2018
  • 08/2014 → 05/2018
    Student
    Wilmington, NC
  • 09/2018 → 09/2025
    Accenture Federal Services
    Arlington, VA
  • 09/2025 → Present
    Lumina Wealth Management, Llc
    Wilmington, NC
  • 09/2025 → Present
    Lumina Wealth Management, Llc
    Wilmington, NC
  • 05/2018 → 08/2018
    Indian River Seafood Company
    Fenwick Island, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-20
  • S65 Uniform Investment Adviser Law Examination
    2026-03-20

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
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WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
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