Illumination Wealth Management
Firm details
- Headquarters
- San Diego, California
- CRD number
- 149576
- Registered since
- December 16, 2021
- Website
- illuminationwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.46%
- Individuals4.53%
- Pension & Profit Sharing Plans2.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Illumination Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. Ownership is held by an individual. The firm serves both individual and family clients as well as institutional clients, and bills using percentage-of-AUM and fixed-fee arrangements. Stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities13%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Rinkey
Founder, Chief Financial Life OfficerCRD 4704464
Contacts
3 of 9
Christine Papelian
Financial PlannerCRD 6068257
Kimberly Mamaril
Financial PlannerCRD 6825108
Benjamin Rinkey
Senior Investment StrategistCRD 377023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$475M in ETFs
99%
$470M
1%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) | BlackRock | Passive | Ultrashort Bond | $48.7M | 961,211 | 10.25% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 11622 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Clelland & Company Inc
RIASan Diego, CA
Tidemark, LLC
RIASan Diego, CA
Beta Wealth Group, Inc
RIASan Diego, CA
One Degree Advisors, Inc.
RIASan Diego, CA
Presidio Capital Management, LLC
RIASan Diego, CA
Carmel Capital Partners, LLC
RIASan Diego, CA