A complete list of active advisors currently associated with Lunea Wealth Management
Warmer can help you find a great advisor at Lunea Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lunea Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Rapids, IA
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)