ILLUMINATION WEALTH MANAGEMENT

Overview

Illumination Wealth Management is an independent, SEC‑registered registered investment advisor organized as a corporation and established in 2021. The firm serves both individual and family clients as well as institutional customers and charges either a percentage-of-assets fee or fixed fees depending on the engagement. Core advisory services documented in its filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm's documented investment practice leans on liquid pooled vehicles—public mutual funds and ETFs—for core exposures, while also engaging third‑party managers across several alternative strategies. Its filing indicates no formal ESG investing program. Custodial relationships and product selection appear oriented toward scalable, tradable instruments complemented by outsourced alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices