Lunea Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
About
Lunea Wealth Management (In the Couch Investments, LLC) provides investment management, financial planning, and financial consulting to individuals and high‑net‑worth clients. The firm operates on a fee‑only basis and offers continuous wealth management as well as project‑based planning, estate‑planning assistance, and educational seminars and online courses.
Its investment process combines fundamental, technical, and quantitative methods with an emphasis on asset allocation and Modern Portfolio Theory, using both passive and active vehicles as appropriate. Lunea may manage accounts on a discretionary basis, delivers written financial plans and ongoing monitoring, and can engage third‑party Outside Managers to implement model allocations while assisting with onboarding and periodic reviews.
Compared with many peers, the firm explicitly offers public seminars and online course content and makes hourly consulting available, features that are relatively uncommon for firms of this type. Lunea also conducts selection and coordination of outside advisers and uses third‑party estate‑planning technology; the firm was newly registered in 2025 and reported no assets under management as of April 28, 2025.
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.)
Fee options
Project-Based Financial Planning fixed fees: $1,000 (Lunea Spark) and $4,000 to $8,000 (Lunea Glow); Estate Planning Assistance flat fee $800; Educational seminars $0 to $25,000 per seminar
$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 per hour for hourly consulting services
Minimum fee: Initial fee of $4,000 for comprehensive financial plan (Lunea Aurora) Fee-only: Fee-only firm; compensation only from clients for services
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:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
Quick links
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