Overview
Assets Under Management: $168 million
Headquarters: BARRINGTON, IL
High-Net-Worth Clients: 36
Average Client Assets: $3.8 million
Frequently Asked Questions
ILLUMINATE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306411), ILLUMINATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ILLUMINATE WEALTH MANAGEMENT is headquartered in BARRINGTON, IL.
ILLUMINATE WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ILLUMINATE WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
ILLUMINATE WEALTH MANAGEMENT manages $168 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ILLUMINATE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.29%
Average Client Assets: $3.8 million
Total Client Accounts: 380
Discretionary Accounts: 326
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 306411
Filing ID: 2060994
Last Filing Date: 2026-03-31 13:19:31