Illuminate
RIASEC Registered
Total AUM
$1.5K
Discretionary
$1.5K
100% of AUM
Avg account
$150
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334292
- Registered since
- February 21, 2025
- Website
- humanist.earth
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Illuminate is an independent RIA organized as an LLC that provides portfolio management to individuals and small businesses. The firm uses a fixed-fee pricing model and lists its client base as individual and family clients. Illuminate is registered with the SEC, with registration recorded in 2025. It does not self-identify as a capital allocator or a multi-state adviser, and it does not emphasize ESG investing or pension consulting in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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