Lunea Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$0
About
Lunea Wealth Management is a fee-only registered investment adviser that offers wealth management, comprehensive and project‑based financial planning, financial consulting, estate‑planning assistance, and educational seminars and online courses. The firm provides ongoing portfolio management on a discretionary or non‑discretionary basis as well as one‑time planning engagements and standalone educational events; it reported a small client base (six clients) and no assets under management as of the most recent filing.
The firm’s investment process emphasizes portfolio construction informed by modern portfolio theory and uses a mix of fundamental, technical, cyclical, and charting analyses to select passive and active vehicles, with the option to engage outside managers. Advice is tailored to client goals, risk tolerance, tax considerations and time horizon, with a preference for longer‑term holdings while retaining the ability to execute shorter‑term trades when deemed appropriate.
What is distinctive about this firm relative to many independent solo advisers is its explicit offering of educational seminars, speaking engagements and online courses alongside traditional advisory services, and its use of a third‑party estate‑planning technology solution. The combination of a very small, concentrated client base, no reported AUM, and a mix of ongoing wealth management plus project‑based planning and paid seminars positions the firm as a boutique, fee‑only practice that emphasizes education and standalone planning engagements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Demographic focus
Young Professionals
Mid-Career Professionals
Fee options
Project-Based Financial Planning fixed fees: $1,000 for Lunea Spark; $4,000 to $8,000 for Lunea Glow; $800 flat fee for Estate Planning Assistance
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
$300/hour for hourly consulting services
Minimum fee: Initial financial plan fee of $4,000 (may be reduced or waived at Advisor's discretion) Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
Main office location
Lunea Wealth Management
Cedar Rapids IA, United States
Number of offices
1
Most active in
Lunea Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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