ILLUMINATE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$168M

Discretionary

$158M

94% of AUM

Avg account

$441K

Accounts

380

Employees

Advisory reps

Firm details

Headquarters: Barrington, Illinois
CRD number: 306411
Registered since: June 11, 2025
Website: www.illuminatewm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.29%
Individuals17.57%
Corporations / Businesses1.15%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Illuminate Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm is SEC-registered (2025) and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Illuminate identifies as an active ESG investor, which it flags as a factor in manager selection and portfolio construction. The firm is not positioned as a capital allocator; instead it sources external managers and vehicles to implement client mandates. It operates as a single-state filer rather than a multi-state adviser and does not present itself as a pension consultant or a related adviser to another registered entity.