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ILLUMINATE WEALTH MANAGEMENT
ILLUMINATE WEALTH MANAGEMENT LLC
CRD 306411 · SEC 801-132968
777 N. LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010, United States
Phone
847-595-1315
Fax
847-595-1315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.6M
Discretionary AUM
$157.5M
Team
6 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $29.4M |
| High net worth individuals | 36 | $136.2M |
| Corporations/business entities | 4 | $1.9M |
States served
CO, IL, KY, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD