ILLUMINATION WEALTH MANAGEMENT

11622 El Camino Real
Suite 100
San Diego, California 92130
Tel: 858-246-6855

About ILLUMINATION WEALTH MANAGEMENT

ILLUMINATION WEALTH MANAGEMENT, formally registered with the SEC as ILLUMINATION WEALTH MANAGEMENT. The firm was established in 12/16/2021. They have over 9 offices throughout the country.

ILLUMINATION WEALTH MANAGEMENT is a San Diego, California based Financial Planning firm with nearly $307,090,824 assets under management, offering retirement planning & investment advisory services to 970 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149576
SEC#	801-122912
Assets Managed by Firm	$307,090,824
No. of Clients	970
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (WEALTH MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	970	$307,090,824
Individuals (other than high net worth individuals)	100	$42,696,768
High net worth individuals	112	$258,360,243
Pension and profit sharing plans	11	$6,033,813

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