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ILLUMINATION WEALTH MANAGEMENT
RINKEY INVESTMENTS
CRD 149576 · SEC 801-122912
11622 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130, United States
Phone
858-246-6855
Fax
858-766-5529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$471.1M
Discretionary AUM
$459.8M
Team
14 total employees; 9 advisory reps; 30 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingWEALTH MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $21.3M |
| High net worth individuals | 137 | $440.3M |
| Pension/profit sharing plans | 12 | $9.5M |
States served
AZ, CA, CO, ID, IL, IN, MN, NY, OR, VA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD